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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 | $43,738 | $153,769-71.6% | $133,975-67.4% | $273,972-84.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 3.20% | 36.51%-33.3pp | 29.29%-26.1pp | 41.46%-38.3pp |
| Employer contribution / active EE | $22,018 | $6,029+265.2% | $5,211+322.5% | $4,869+352.2% |
| Participant deferral / active EE | $9,587 | $6,958+37.8% | $6,282+52.6% | $5,287+81.3% |
| Admin fee / account holder | $4,428 | $11,765-62.4% | $9,324-52.5% | $10,133-56.3% |