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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,220 | $154,228-74.6% | $145,433-73.0% | $137,256-71.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.31% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.0pp |
| Employer contribution / active EE | $5,406 | $4,804+12.5% | $4,554+18.7% | $4,156+30.1% |
| Participant deferral / active EE | $0 | $8,216-100.0% | $7,897-100.0% | $6,407-100.0% |
| Admin fee / account holder | $507 | $14,344-96.5% | $13,129-96.1% | $12,270-95.9% |