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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 | $48,163 | $165,399-70.9% | $149,745-67.8% | $158,982-69.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 7.88% | 348.34%-340.5pp | 276.72%-268.8pp | 302.99%-295.1pp |
| Employer contribution / active EE | $2,290 | $5,105-55.1% | $4,646-50.7% | $4,763-51.9% |
| Participant deferral / active EE | $8,907 | $7,183+24.0% | $6,843+30.2% | $5,983+48.9% |
| Admin fee / account holder | $3,599 | $10,811-66.7% | $9,312-61.4% | $11,252-68.0% |