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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 | $156,398-66.2% | $147,318-64.1% | $138,895-61.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.76% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,710 | $4,853-64.8% | $4,593-62.8% | $4,194-59.2% |
| Participant deferral / active EE | $5,161 | $8,237-37.3% | $7,906-34.7% | $6,396-19.3% |
| Admin fee / account holder | $8,991 | $14,976-40.0% | $13,708-34.4% | $12,562-28.4% |