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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 | $115,931-49.3% | $185,441-68.3% | $86,983-32.5% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 10.12% | 21.47%-11.3pp | 20.16%-10.0pp | 25.83%-15.7pp |
| Employer contribution / active EE | $2,954 | $2,937+0.6% | $4,672-36.8% | $2,584+14.3% |
| Participant deferral / active EE | $3,666 | $4,551-19.5% | $6,152-40.4% | $4,194-12.6% |
| Admin fee / account holder | $334 | $10,687-96.9% | $17,890-98.1% | $7,856-95.7% |