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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 | $29,301 | $154,228-81.0% | $145,433-79.9% | $137,256-78.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.64% | 74.59%-64.9pp | 66.58%-56.9pp | 220.34%-210.7pp |
| Employer contribution / active EE | $1,644 | $4,804-65.8% | $4,554-63.9% | $4,156-60.4% |
| Participant deferral / active EE | $5,750 | $8,216-30.0% | $7,897-27.2% | $6,407-10.3% |
| Admin fee / account holder | $30,741 | $14,344+114.3% | $13,129+134.1% | $12,270+150.5% |