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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 | $59,410 | $162,136-63.4% | $152,301-61.0% | $154,746-61.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.38% | 91.02%-81.6pp | 80.50%-71.1pp | 172.34%-163.0pp |
| Employer contribution / active EE | $2,785 | $4,890-43.1% | $4,624-39.8% | $4,379-36.4% |
| Participant deferral / active EE | $9,971 | $8,341+19.5% | $8,004+24.6% | $6,730+48.1% |
| Admin fee / account holder | $24,164 | $15,759+53.3% | $14,398+67.8% | $14,365+68.2% |