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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 | $30,029 | $201,372-85.1% | $184,260-83.7% | $145,884-79.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.53% | 29.04%-21.5pp | 28.84%-21.3pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,935 | $7,024-72.4% | $6,427-69.9% | $4,662-58.5% |
| Participant deferral / active EE | $5,730 | $9,808-41.6% | $9,133-37.3% | $6,690-14.3% |
| Admin fee / account holder | $404 | $16,362-97.5% | $13,898-97.1% | $13,392-97.0% |