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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 | $50,061 | $80,985-38.2% | $96,576-48.2% | $75,181-33.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.58% | 27.05%-15.5pp | 25.87%-14.3pp | 160.69%-149.1pp |
| Employer contribution / active EE | $3,033 | $2,282+32.9% | $2,965+2.3% | $2,671+13.6% |
| Participant deferral / active EE | $5,521 | $3,929+40.5% | $4,851+13.8% | $4,126+33.8% |
| Admin fee / account holder | $592 | $6,719-91.2% | $8,253-92.8% | $5,650-89.5% |