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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 | $45,292 | $45,050+0.5% | $63,018-28.1% | $70,126-35.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.05% | 18.76%-7.7pp | 87.62%-76.6pp | 73.15%-62.1pp |
| Employer contribution / active EE | $5,373 | $2,052+161.9% | $2,761+94.6% | $2,343+129.4% |
| Participant deferral / active EE | $6,380 | $2,466+158.8% | $3,330+91.6% | $3,332+91.5% |
| Admin fee / account holder | $6,794 | $2,834+139.7% | $3,601+88.7% | $4,645+46.2% |