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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 | $181,062-90.8% | $158,223-89.5% | $155,188-89.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 6.15% | 57.39%-51.2pp | 52.09%-45.9pp | 148.84%-142.7pp |
| Employer contribution / active EE | $3,373 | $4,565-26.1% | $4,109-17.9% | $4,248-20.6% |
| Participant deferral / active EE | $2,261 | $6,134-63.1% | $5,467-58.6% | $6,531-65.4% |
| Admin fee / account holder | $3,778 | $18,825-79.9% | $16,047-76.5% | $14,480-73.9% |