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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 | $38,639 | $201,344-80.8% | $184,243-79.0% | $145,877-73.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.58% | 29.01%-25.4pp | 28.82%-25.2pp | 551.28%-547.7pp |
| Employer contribution / active EE | $2,941 | $7,022-58.1% | $6,427-54.2% | $4,663-36.9% |
| Participant deferral / active EE | $9,800 | $9,807-0.1% | $9,132+7.3% | $6,691+46.5% |
| Admin fee / account holder | $667 | $16,382-95.9% | $13,914-95.2% | $13,402-95.0% |