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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 | $69,654 | $154,228-54.8% | $145,433-52.1% | $137,256-49.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.70% | 74.59%-66.9pp | 66.58%-58.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $3,291 | $4,804-31.5% | $4,554-27.7% | $4,156-20.8% |
| Participant deferral / active EE | $4,293 | $8,216-47.7% | $7,897-45.6% | $6,407-33.0% |
| Admin fee / account holder | $8,966 | $14,344-37.5% | $13,129-31.7% | $12,270-26.9% |