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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 | $47,226 | $156,398-69.8% | $147,318-67.9% | $138,895-66.0% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 8.89% | 78.75%-69.9pp | 70.43%-61.5pp | 145.39%-136.5pp |
| Employer contribution / active EE | $1,488 | $4,853-69.3% | $4,593-67.6% | $4,194-64.5% |
| Participant deferral / active EE | $4,265 | $8,237-48.2% | $7,906-46.1% | $6,396-33.3% |
| Admin fee / account holder | $12,486 | $14,976-16.6% | $13,708-8.9% | $12,562-0.6% |