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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 | $45,920 | $174,379-73.7% | $152,093-69.8% | $138,895-66.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 8.09% | 74.86%-66.8pp | 66.36%-58.3pp | 145.39%-137.3pp |
| Employer contribution / active EE | $3,732 | $4,652-19.8% | $4,175-10.6% | $4,194-11.0% |
| Participant deferral / active EE | $4,626 | $6,159-24.9% | $5,451-15.1% | $6,396-27.7% |
| Admin fee / account holder | $3,325 | $16,880-80.3% | $14,497-77.1% | $12,562-73.5% |