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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 | $50,051 | $165,361-69.7% | $149,715-66.6% | $158,950-68.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 6.50% | 348.24%-341.7pp | 276.66%-270.2pp | 302.91%-296.4pp |
| Employer contribution / active EE | $8,095 | $5,103+58.6% | $4,645+74.3% | $4,762+70.0% |
| Participant deferral / active EE | $6,061 | $7,182-15.6% | $6,842-11.4% | $5,983+1.3% |
| Admin fee / account holder | $13,675 | $10,808+26.5% | $9,310+46.9% | $11,248+21.6% |