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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 | $67,433 | $154,228-56.3% | $145,433-53.6% | $137,256-50.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.10% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.2pp |
| Employer contribution / active EE | $9,125 | $4,804+89.9% | $4,554+100.3% | $4,156+119.6% |
| Participant deferral / active EE | $7,411 | $8,216-9.8% | $7,897-6.2% | $6,407+15.7% |
| Admin fee / account holder | $5,406 | $14,344-62.3% | $13,129-58.8% | $12,270-55.9% |