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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 | $53,351 | $162,136-67.1% | $152,301-65.0% | $154,746-65.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.15% | 91.02%-82.9pp | 80.50%-72.3pp | 172.34%-164.2pp |
| Employer contribution / active EE | $4,392 | $4,890-10.2% | $4,624-5.0% | $4,379+0.3% |
| Participant deferral / active EE | $8,471 | $8,341+1.6% | $8,004+5.8% | $6,730+25.9% |
| Admin fee / account holder | $4,730 | $15,759-70.0% | $14,398-67.1% | $14,365-67.1% |