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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 | $34,439 | $148,629-76.8% | $135,982-74.7% | $139,487-75.3% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 9.70% | 79.33%-69.6pp | 68.32%-58.6pp | 373.84%-364.1pp |
| Employer contribution / active EE | $9,214 | $5,247+75.6% | $4,859+89.6% | $4,755+93.8% |
| Participant deferral / active EE | $10,800 | $8,102+33.3% | $7,760+39.2% | $6,713+60.9% |
| Admin fee / account holder | $11,718 | $12,406-5.6% | $10,767+8.8% | $11,407+2.7% |