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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 | $67,223 | $154,228-56.4% | $145,433-53.8% | $137,256-51.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.80% | 74.59%-62.8pp | 66.58%-54.8pp | 220.34%-208.5pp |
| Employer contribution / active EE | $17,688 | $4,804+268.2% | $4,554+288.4% | $4,156+325.6% |
| Participant deferral / active EE | $20,030 | $8,216+143.8% | $7,897+153.6% | $6,407+212.6% |
| Admin fee / account holder | $590 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |