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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 | $36,323 | $154,228-76.4% | $145,433-75.0% | $137,256-73.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.10% | 74.59%-67.5pp | 66.58%-59.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $4,232 | $4,804-11.9% | $4,554-7.1% | $4,156+1.8% |
| Participant deferral / active EE | $6,069 | $8,216-26.1% | $7,897-23.2% | $6,407-5.3% |
| Admin fee / account holder | $9,622 | $14,344-32.9% | $13,129-26.7% | $12,270-21.6% |