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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 | $30,685 | $123,898-75.2% | $116,538-73.7% | $155,188-80.2% |
| Participation rate | 89.5% | 83.7%+5.7pp | 82.6%+6.9pp | 80.8%+8.7pp |
| Annual return | 2.91% | 16.04%-13.1pp | 17.97%-15.1pp | 148.84%-145.9pp |
| Employer contribution / active EE | $2,326 | $4,739-50.9% | $4,541-48.8% | $4,248-45.2% |
| Participant deferral / active EE | $4,603 | $6,400-28.1% | $6,207-25.8% | $6,531-29.5% |
| Admin fee / account holder | $300 | $9,174-96.7% | $8,737-96.6% | $14,480-97.9% |