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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 | $58,564 | $154,228-62.0% | $145,433-59.7% | $137,256-57.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.06% | 74.59%-65.5pp | 66.58%-57.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,964 | $4,804-59.1% | $4,554-56.9% | $4,156-52.8% |
| Participant deferral / active EE | $7,883 | $8,216-4.1% | $7,897-0.2% | $6,407+23.0% |
| Admin fee / account holder | $39,154 | $14,344+173.0% | $13,129+198.2% | $12,270+219.1% |