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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 | $42,531 | $201,370-78.9% | $184,256-76.9% | $145,897-70.8% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.11% | 29.05%-19.9pp | 28.85%-19.7pp | 552.29%-543.2pp |
| Employer contribution / active EE | $2,032 | $7,024-71.1% | $6,427-68.4% | $4,663-56.4% |
| Participant deferral / active EE | $4,346 | $9,808-55.7% | $9,133-52.4% | $6,689-35.0% |
| Admin fee / account holder | $2,723 | $16,364-83.4% | $13,899-80.4% | $13,390-79.7% |