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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 | $46,996 | $162,136-71.0% | $152,301-69.1% | $154,746-69.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 10.00% | 91.02%-81.0pp | 80.50%-70.5pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,764 | $4,890-63.9% | $4,624-61.9% | $4,379-59.7% |
| Participant deferral / active EE | $5,638 | $8,341-32.4% | $8,004-29.6% | $6,730-16.2% |
| Admin fee / account holder | $34,077 | $15,759+116.2% | $14,398+136.7% | $14,365+137.2% |