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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 | $40,093 | $148,623-73.0% | $135,974-70.5% | $139,466-71.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 8.90% | 79.30%-70.4pp | 68.30%-59.4pp | 373.66%-364.8pp |
| Employer contribution / active EE | $2,336 | $5,246-55.5% | $4,859-51.9% | $4,754-50.9% |
| Participant deferral / active EE | $5,290 | $8,103-34.7% | $7,760-31.8% | $6,712-21.2% |
| Admin fee / account holder | $1,381 | $12,406-88.9% | $10,767-87.2% | $11,409-87.9% |