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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 | $16,620 | $174,379-90.5% | $152,093-89.1% | $138,895-88.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.15% | 74.86%-68.7pp | 66.36%-60.2pp | 145.39%-139.2pp |
| Employer contribution / active EE | $3,373 | $4,652-27.5% | $4,175-19.2% | $4,194-19.6% |
| Participant deferral / active EE | $2,261 | $6,159-63.3% | $5,451-58.5% | $6,396-64.7% |
| Admin fee / account holder | $3,778 | $16,880-77.6% | $14,497-73.9% | $12,562-69.9% |