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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 | $43,898 | $183,592-76.1% | $155,574-71.8% | $145,877-69.9% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 8.18% | 61.37%-53.2pp | 64.87%-56.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $14,590 | $5,317+174.4% | $4,676+212.0% | $4,663+212.9% |
| Participant deferral / active EE | $5,891 | $6,466-8.9% | $5,629+4.6% | $6,691-12.0% |
| Admin fee / account holder | $901 | $19,316-95.3% | $15,914-94.3% | $13,402-93.3% |