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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 | $52,036 | $156,398-66.7% | $147,318-64.7% | $138,895-62.5% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 10.75% | 78.75%-68.0pp | 70.43%-59.7pp | 145.39%-134.6pp |
| Employer contribution / active EE | $1,716 | $4,853-64.6% | $4,593-62.6% | $4,194-59.1% |
| Participant deferral / active EE | $3,119 | $8,237-62.1% | $7,906-60.6% | $6,396-51.2% |
| Admin fee / account holder | $1,158 | $14,976-92.3% | $13,708-91.6% | $12,562-90.8% |