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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 | $96,074 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.08% | 74.59%-64.5pp | 66.58%-56.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $10,134 | $4,804+110.9% | $4,554+122.5% | $4,156+143.8% |
| Participant deferral / active EE | $14,903 | $8,216+81.4% | $7,897+88.7% | $6,407+132.6% |
| Admin fee / account holder | $122,208 | $14,344+752.0% | $13,129+830.8% | $12,270+896.0% |