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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 | $37,145 | $102,609-63.8% | $98,090-62.1% | $138,895-73.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 9.87% | 36.44%-26.6pp | 37.05%-27.2pp | 145.39%-135.5pp |
| Employer contribution / active EE | $4,800 | $3,867+24.1% | $3,606+33.1% | $4,194+14.4% |
| Participant deferral / active EE | $0 | $8,167-100.0% | $7,845-100.0% | $6,396-100.0% |
| Admin fee / account holder | $400 | $11,434-96.5% | $11,815-96.6% | $12,562-96.8% |