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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 | $185,312-74.1% | $161,489-70.2% | $154,746-68.9% |
| Participation rate | 85.7% | 82.5%+3.3pp | 78.7%+7.0pp | 80.7%+5.0pp |
| Annual return | 6.57% | 103.84%-97.3pp | 89.72%-83.2pp | 172.34%-165.8pp |
| Employer contribution / active EE | $4,644 | $4,769-2.6% | $4,268+8.8% | $4,379+6.1% |
| Participant deferral / active EE | $0 | $6,350-100.0% | $5,630-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,586 | $18,654+10.4% | $16,006+28.6% | $14,365+43.3% |