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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 | $46,118 | $202,440-77.2% | $169,390-72.8% | $139,466-66.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 4.98% | 532.36%-527.4pp | 406.07%-401.1pp | 373.66%-368.7pp |
| Employer contribution / active EE | $3,548 | $4,693-24.4% | $4,013-11.6% | $4,754-25.4% |
| Participant deferral / active EE | $9,311 | $6,940+34.2% | $6,222+49.6% | $6,712+38.7% |
| Admin fee / account holder | $1,445 | $10,722-86.5% | $9,015-84.0% | $11,409-87.3% |