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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 | $26,382 | $165,381-84.0% | $149,730-82.4% | $158,966-83.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.37% | 348.29%-344.9pp | 276.70%-273.3pp | 302.95%-299.6pp |
| Employer contribution / active EE | $997 | $5,104-80.5% | $4,645-78.5% | $4,762-79.1% |
| Participant deferral / active EE | $10,782 | $7,182+50.1% | $6,843+57.6% | $5,983+80.2% |
| Admin fee / account holder | $10,221 | $10,809-5.4% | $9,310+9.8% | $11,250-9.1% |