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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 | $48,808 | $223,823-78.2% | $211,142-76.9% | $154,746-68.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 9.38% | 50.39%-41.0pp | 46.84%-37.5pp | 172.34%-163.0pp |
| Employer contribution / active EE | $4,644 | $6,787-31.6% | $6,442-27.9% | $4,379+6.0% |
| Participant deferral / active EE | $5,034 | $9,750-48.4% | $9,284-45.8% | $6,730-25.2% |
| Admin fee / account holder | $6,214 | $19,707-68.5% | $19,076-67.4% | $14,365-56.7% |