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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 | $17,508 | $154,228-88.6% | $145,433-88.0% | $137,256-87.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.29% | 74.59%-64.3pp | 66.58%-56.3pp | 220.34%-210.1pp |
| Employer contribution / active EE | $2,016 | $4,804-58.0% | $4,554-55.7% | $4,156-51.5% |
| Participant deferral / active EE | $4,290 | $8,216-47.8% | $7,897-45.7% | $6,407-33.0% |
| Admin fee / account holder | $19,109 | $14,344+33.2% | $13,129+45.5% | $12,270+55.7% |