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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 | $49,050 | $111,535-56.0% | $105,223-53.4% | $137,256-64.3% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 8.98% | 237.85%-228.9pp | 180.65%-171.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $3,626 | $3,939-8.0% | $3,689-1.7% | $4,156-12.8% |
| Participant deferral / active EE | $5,281 | $5,500-4.0% | $5,072+4.1% | $6,407-17.6% |
| Admin fee / account holder | $694 | $9,721-92.9% | $8,859-92.2% | $12,270-94.3% |