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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 | $46,373 | $161,352-71.3% | $134,172-65.4% | $137,256-66.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 3.05% | 28.72%-25.7pp | 25.30%-22.2pp | 220.34%-217.3pp |
| Employer contribution / active EE | $10,704 | $4,099+161.1% | $3,420+213.0% | $4,156+157.5% |
| Participant deferral / active EE | $10,591 | $5,552+90.7% | $4,690+125.8% | $6,407+65.3% |
| Admin fee / account holder | $41,121 | $15,028+173.6% | $12,016+242.2% | $12,270+235.1% |