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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 | $46,641 | $124,351-62.5% | $109,188-57.3% | $167,553-72.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 9.26% | 26.04%-16.8pp | 25.76%-16.5pp | 478.89%-469.6pp |
| Employer contribution / active EE | $4,207 | $4,210-0.1% | $3,723+13.0% | $4,840-13.1% |
| Participant deferral / active EE | $7,692 | $5,257+46.3% | $4,654+65.3% | $6,343+21.3% |
| Admin fee / account holder | $9,652 | $7,975+21.0% | $6,755+42.9% | $12,316-21.6% |