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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 | $62,631 | $154,228-59.4% | $145,433-56.9% | $137,256-54.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 11.70% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $1,036 | $4,804-78.4% | $4,554-77.3% | $4,156-75.1% |
| Participant deferral / active EE | $3,272 | $8,216-60.2% | $7,897-58.6% | $6,407-48.9% |
| Admin fee / account holder | $2,308 | $14,344-83.9% | $13,129-82.4% | $12,270-81.2% |