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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 | $49,590 | $154,228-67.8% | $145,433-65.9% | $137,256-63.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 7.36% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-213.0pp |
| Employer contribution / active EE | $1,013 | $4,804-78.9% | $4,554-77.8% | $4,156-75.6% |
| Participant deferral / active EE | $4,052 | $8,216-50.7% | $7,897-48.7% | $6,407-36.8% |
| Admin fee / account holder | $2,242 | $14,344-84.4% | $13,129-82.9% | $12,270-81.7% |