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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 | $74,528 | $154,228-51.7% | $145,433-48.8% | $137,256-45.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.08% | 74.59%-63.5pp | 66.58%-55.5pp | 220.34%-209.3pp |
| Employer contribution / active EE | $1,072 | $4,804-77.7% | $4,554-76.5% | $4,156-74.2% |
| Participant deferral / active EE | $15,827 | $8,216+92.6% | $7,897+100.4% | $6,407+147.0% |
| Admin fee / account holder | $709 | $14,344-95.1% | $13,129-94.6% | $12,270-94.2% |