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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 | $109,212 | $111,814-2.3% | $103,378+5.6% | $145,978-25.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 4.29% | 24.80%-20.5pp | 24.91%-20.6pp | 550.52%-546.2pp |
| Employer contribution / active EE | $4,014 | $4,215-4.8% | $3,870+3.7% | $4,662-13.9% |
| Participant deferral / active EE | $22,542 | $5,618+301.2% | $5,058+345.7% | $6,690+237.0% |
| Admin fee / account holder | $432 | $9,764-95.6% | $8,401-94.9% | $13,400-96.8% |