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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 | $44,479 | $165,399-73.1% | $149,745-70.3% | $158,982-72.0% |
| Participation rate | 81.0% | 84.6%-3.6pp | 82.5%-1.5pp | 82.0%-1.0pp |
| Annual return | 5.96% | 348.34%-342.4pp | 276.72%-270.8pp | 302.99%-297.0pp |
| Employer contribution / active EE | $2,219 | $5,105-56.5% | $4,646-52.2% | $4,763-53.4% |
| Participant deferral / active EE | $4,084 | $7,183-43.1% | $6,843-40.3% | $5,983-31.8% |
| Admin fee / account holder | $452 | $10,811-95.8% | $9,312-95.1% | $11,252-96.0% |