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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 | $45,159 | $72,071-37.3% | $68,368-33.9% | $137,256-67.1% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.0%+5.8pp |
| Annual return | 9.62% | 353.14%-343.5pp | 292.57%-283.0pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,505 | $2,788-46.0% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $4,427 | $4,410+0.4% | $4,123+7.4% | $6,407-30.9% |
| Admin fee / account holder | $2,953 | $5,336-44.7% | $5,150-42.7% | $12,270-75.9% |