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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 | $51,463 | $114,119-54.9% | $107,187-52.0% | $138,895-62.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 10.12% | 273.21%-263.1pp | 204.55%-194.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $2,472 | $4,059-39.1% | $3,782-34.6% | $4,194-41.1% |
| Participant deferral / active EE | $2,421 | $5,538-56.3% | $5,096-52.5% | $6,396-62.2% |
| Admin fee / account holder | $615 | $10,024-93.9% | $9,162-93.3% | $12,562-95.1% |