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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 | $44,212 | $178,174-75.2% | $156,181-71.7% | $137,256-67.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 6.98% | 84.19%-77.2pp | 64.87%-57.9pp | 220.34%-213.4pp |
| Employer contribution / active EE | $15,580 | $4,972+213.4% | $4,294+262.8% | $4,156+274.9% |
| Participant deferral / active EE | $8,933 | $6,888+29.7% | $6,132+45.7% | $6,407+39.4% |
| Admin fee / account holder | $336 | $17,404-98.1% | $14,586-97.7% | $12,270-97.3% |