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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 | $46,134 | $162,136-71.5% | $152,301-69.7% | $154,746-70.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 9.67% | 91.02%-81.4pp | 80.50%-70.8pp | 172.34%-162.7pp |
| Employer contribution / active EE | $3,012 | $4,890-38.4% | $4,624-34.9% | $4,379-31.2% |
| Participant deferral / active EE | $4,832 | $8,341-42.1% | $8,004-39.6% | $6,730-28.2% |
| Admin fee / account holder | $29,365 | $15,759+86.3% | $14,398+104.0% | $14,365+104.4% |