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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 | $156,398-68.3% | $147,318-66.3% | $138,895-64.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 7.36% | 78.75%-71.4pp | 70.43%-63.1pp | 145.39%-138.0pp |
| Employer contribution / active EE | $1,013 | $4,853-79.1% | $4,593-77.9% | $4,194-75.8% |
| Participant deferral / active EE | $4,052 | $8,237-50.8% | $7,906-48.7% | $6,396-36.6% |
| Admin fee / account holder | $2,242 | $14,976-85.0% | $13,708-83.6% | $12,562-82.2% |