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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 | $48,032 | $155,555-69.1% | $146,866-67.3% | $155,188-69.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.73% | 115.41%-110.7pp | 102.85%-98.1pp | 148.84%-144.1pp |
| Employer contribution / active EE | $15,362 | $4,647+230.6% | $4,425+247.2% | $4,248+261.6% |
| Participant deferral / active EE | $37,342 | $8,044+364.2% | $7,759+381.3% | $6,531+471.8% |
| Admin fee / account holder | $16,357 | $14,755+10.9% | $13,620+20.1% | $14,480+13.0% |