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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 | $155,555-61.8% | $146,866-59.5% | $155,188-61.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 9.38% | 115.41%-106.0pp | 102.85%-93.5pp | 148.84%-139.5pp |
| Employer contribution / active EE | $2,785 | $4,647-40.1% | $4,425-37.1% | $4,248-34.4% |
| Participant deferral / active EE | $9,971 | $8,044+24.0% | $7,759+28.5% | $6,531+52.7% |
| Admin fee / account holder | $24,164 | $14,755+63.8% | $13,620+77.4% | $14,480+66.9% |