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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 | $64,025 | $156,398-59.1% | $147,318-56.5% | $138,895-53.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 5.55% | 78.75%-73.2pp | 70.43%-64.9pp | 145.39%-139.8pp |
| Employer contribution / active EE | $7,659 | $4,853+57.8% | $4,593+66.8% | $4,194+82.6% |
| Participant deferral / active EE | $3,285 | $8,237-60.1% | $7,906-58.5% | $6,396-48.6% |
| Admin fee / account holder | $7,933 | $14,976-47.0% | $13,708-42.1% | $12,562-36.9% |