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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 | $38,746 | $182,442-78.8% | $163,379-76.3% | $138,895-72.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 9.91% | 72.74%-62.8pp | 63.41%-53.5pp | 145.39%-135.5pp |
| Employer contribution / active EE | $9,408 | $4,159+126.2% | $3,752+150.7% | $4,194+124.3% |
| Participant deferral / active EE | $6,610 | $6,817-3.0% | $6,282+5.2% | $6,396+3.3% |
| Admin fee / account holder | $12,023 | $10,396+15.7% | $9,818+22.5% | $12,562-4.3% |