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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 | $65,900 | $162,136-59.4% | $152,301-56.7% | $154,746-57.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 8.99% | 91.02%-82.0pp | 80.50%-71.5pp | 172.34%-163.3pp |
| Employer contribution / active EE | $2,846 | $4,890-41.8% | $4,624-38.5% | $4,379-35.0% |
| Participant deferral / active EE | $3,529 | $8,341-57.7% | $8,004-55.9% | $6,730-47.6% |
| Admin fee / account holder | $1,365 | $15,759-91.3% | $14,398-90.5% | $14,365-90.5% |