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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 | $48,053 | $172,111-72.1% | $150,298-68.0% | $137,256-65.0% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 6.57% | 69.37%-62.8pp | 62.79%-56.2pp | 220.34%-213.8pp |
| Employer contribution / active EE | $4,644 | $4,636+0.2% | $4,154+11.8% | $4,156+11.7% |
| Participant deferral / active EE | $0 | $6,166-100.0% | $5,453-100.0% | $6,407-100.0% |
| Admin fee / account holder | $20,586 | $16,471+25.0% | $14,116+45.8% | $12,270+67.8% |