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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 | $47,355 | $184,014-74.3% | $161,149-70.6% | $138,895-65.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.8%+21.2pp | 79.9%+20.1pp |
| Annual return | 9.46% | 21.52%-12.1pp | 21.16%-11.7pp | 145.39%-135.9pp |
| Employer contribution / active EE | $3,828 | $5,055-24.3% | $4,360-12.2% | $4,194-8.7% |
| Participant deferral / active EE | $3,067 | $6,909-55.6% | $6,153-50.2% | $6,396-52.0% |
| Admin fee / account holder | $1,270 | $18,027-93.0% | $15,194-91.6% | $12,562-89.9% |