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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 | $32,419 | $185,312-82.5% | $161,489-79.9% | $154,746-79.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.39% | 103.84%-94.5pp | 89.72%-80.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $1,604 | $4,769-66.4% | $4,268-62.4% | $4,379-63.4% |
| Participant deferral / active EE | $2,240 | $6,350-64.7% | $5,630-60.2% | $6,730-66.7% |
| Admin fee / account holder | $1,644 | $18,654-91.2% | $16,006-89.7% | $14,365-88.6% |