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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 | $37,645 | $112,729-66.6% | $98,716-61.9% | $137,256-72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 8.63% | 38.48%-29.8pp | 31.81%-23.2pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,761 | $2,725+1.3% | $2,279+21.2% | $4,156-33.6% |
| Participant deferral / active EE | $9,093 | $4,640+96.0% | $4,048+124.7% | $6,407+41.9% |
| Admin fee / account holder | $17,346 | $10,129+71.3% | $8,703+99.3% | $12,270+41.4% |