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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 | $209,336-76.7% | $197,124-75.2% | $137,256-64.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 9.38% | 48.09%-38.7pp | 44.34%-35.0pp | 220.34%-211.0pp |
| Employer contribution / active EE | $4,644 | $6,591-29.5% | $6,227-25.4% | $4,156+11.7% |
| Participant deferral / active EE | $5,034 | $9,614-47.6% | $9,135-44.9% | $6,407-21.4% |
| Admin fee / account holder | $6,214 | $17,308-64.1% | $16,298-61.9% | $12,270-49.4% |