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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 | $44,373 | $174,379-74.6% | $152,093-70.8% | $138,895-68.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.26% | 74.86%-64.6pp | 66.36%-56.1pp | 145.39%-135.1pp |
| Employer contribution / active EE | $2,515 | $4,652-45.9% | $4,175-39.8% | $4,194-40.0% |
| Participant deferral / active EE | $2,399 | $6,159-61.0% | $5,451-56.0% | $6,396-62.5% |
| Admin fee / account holder | $951 | $16,880-94.4% | $14,497-93.4% | $12,562-92.4% |