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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 | $78,222 | $126,661-38.2% | $113,397-31.0% | $138,895-43.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 8.32% | 25.05%-16.7pp | 23.20%-14.9pp | 145.39%-137.1pp |
| Employer contribution / active EE | $3,595 | $3,456+4.0% | $2,977+20.8% | $4,194-14.3% |
| Participant deferral / active EE | $2,671 | $5,693-53.1% | $5,076-47.4% | $6,396-58.2% |
| Admin fee / account holder | $11,822 | $14,549-18.7% | $11,957-1.1% | $12,562-5.9% |