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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 | $53,853 | $154,228-65.1% | $145,433-63.0% | $137,256-60.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 12.34% | 74.59%-62.2pp | 66.58%-54.2pp | 220.34%-208.0pp |
| Employer contribution / active EE | $4,174 | $4,804-13.1% | $4,554-8.4% | $4,156+0.4% |
| Participant deferral / active EE | $4,181 | $8,216-49.1% | $7,897-47.1% | $6,407-34.7% |
| Admin fee / account holder | $1,235 | $14,344-91.4% | $13,129-90.6% | $12,270-89.9% |