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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 | $27,267 | $181,062-84.9% | $158,223-82.8% | $155,188-82.4% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 6.69% | 57.39%-50.7pp | 52.09%-45.4pp | 148.84%-142.1pp |
| Employer contribution / active EE | $1,598 | $4,565-65.0% | $4,109-61.1% | $4,248-62.4% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,626 | $18,825-86.0% | $16,047-83.6% | $14,480-81.9% |