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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 | $154,228-65.4% | $145,433-63.3% | $137,256-61.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 8.15% | 74.59%-66.4pp | 66.58%-58.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $4,392 | $4,804-8.6% | $4,554-3.6% | $4,156+5.7% |
| Participant deferral / active EE | $8,471 | $8,216+3.1% | $7,897+7.3% | $6,407+32.2% |
| Admin fee / account holder | $4,730 | $14,344-67.0% | $13,129-64.0% | $12,270-61.4% |