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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 | $52,854 | $154,228-65.7% | $145,433-63.7% | $137,256-61.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 10.76% | 74.59%-63.8pp | 66.58%-55.8pp | 220.34%-209.6pp |
| Employer contribution / active EE | $1,710 | $4,804-64.4% | $4,554-62.4% | $4,156-58.8% |
| Participant deferral / active EE | $5,161 | $8,216-37.2% | $7,897-34.7% | $6,407-19.4% |
| Admin fee / account holder | $8,991 | $14,344-37.3% | $13,129-31.5% | $12,270-26.7% |