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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 | $58,735 | $110,137-46.7% | $161,149-63.6% | $82,637-28.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.12% | 20.69%-10.6pp | 21.16%-11.0pp | 53.51%-43.4pp |
| Employer contribution / active EE | $2,954 | $2,856+3.4% | $4,360-32.3% | $2,552+15.7% |
| Participant deferral / active EE | $3,666 | $4,575-19.9% | $6,153-40.4% | $4,126-11.2% |
| Admin fee / account holder | $334 | $9,467-96.5% | $15,194-97.8% | $7,339-95.4% |