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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 | $162,136-70.4% | $152,301-68.5% | $154,746-69.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 4.73% | 91.02%-86.3pp | 80.50%-75.8pp | 172.34%-167.6pp |
| Employer contribution / active EE | $15,362 | $4,890+214.1% | $4,624+232.2% | $4,379+250.8% |
| Participant deferral / active EE | $37,342 | $8,341+347.7% | $8,004+366.6% | $6,730+454.8% |
| Admin fee / account holder | $16,357 | $15,759+3.8% | $14,398+13.6% | $14,365+13.9% |