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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 | $154,228-68.9% | $145,433-67.0% | $137,256-65.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 4.73% | 74.59%-69.9pp | 66.58%-61.8pp | 220.34%-215.6pp |
| Employer contribution / active EE | $15,362 | $4,804+219.8% | $4,554+237.3% | $4,156+269.6% |
| Participant deferral / active EE | $37,342 | $8,216+354.5% | $7,897+372.8% | $6,407+482.9% |
| Admin fee / account holder | $16,357 | $14,344+14.0% | $13,129+24.6% | $12,270+33.3% |