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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 | $48,145 | $185,905-74.1% | $170,057-71.7% | $139,487-65.5% |
| Participation rate | 94.1% | 87.8%+6.4pp | 87.0%+7.1pp | 80.3%+13.8pp |
| Annual return | 8.56% | 60.56%-52.0pp | 53.42%-44.9pp | 373.84%-365.3pp |
| Employer contribution / active EE | $7,747 | $7,597+2.0% | $6,790+14.1% | $4,755+62.9% |
| Participant deferral / active EE | $0 | $11,627-100.0% | $10,411-100.0% | $6,713-100.0% |
| Admin fee / account holder | $2,597 | $15,397-83.1% | $12,826-79.8% | $11,407-77.2% |