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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 | $65,900 | $154,228-57.3% | $145,433-54.7% | $137,256-52.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.99% | 74.59%-65.6pp | 66.58%-57.6pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,846 | $4,804-40.8% | $4,554-37.5% | $4,156-31.5% |
| Participant deferral / active EE | $3,529 | $8,216-57.0% | $7,897-55.3% | $6,407-44.9% |
| Admin fee / account holder | $1,365 | $14,344-90.5% | $13,129-89.6% | $12,270-88.9% |