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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 | $53,415 | $172,111-69.0% | $150,298-64.5% | $137,256-61.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 8.11% | 69.37%-61.3pp | 62.79%-54.7pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,950 | $4,636-57.9% | $4,154-53.0% | $4,156-53.1% |
| Participant deferral / active EE | $4,866 | $6,166-21.1% | $5,453-10.8% | $6,407-24.0% |
| Admin fee / account holder | $431 | $16,471-97.4% | $14,116-96.9% | $12,270-96.5% |