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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 | $201,264-85.1% | $184,185-83.7% | $145,978-79.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.53% | 29.00%-21.5pp | 28.81%-21.3pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,935 | $7,021-72.4% | $6,426-69.9% | $4,662-58.5% |
| Participant deferral / active EE | $5,730 | $9,806-41.6% | $9,132-37.3% | $6,690-14.3% |
| Admin fee / account holder | $404 | $16,376-97.5% | $13,909-97.1% | $13,400-97.0% |