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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 | $24,289 | $185,312-86.9% | $161,489-85.0% | $154,746-84.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 8.20% | 103.84%-95.6pp | 89.72%-81.5pp | 172.34%-164.1pp |
| Employer contribution / active EE | $2,560 | $4,769-46.3% | $4,268-40.0% | $4,379-41.6% |
| Participant deferral / active EE | $3,410 | $6,350-46.3% | $5,630-39.4% | $6,730-49.3% |
| Admin fee / account holder | $1,477 | $18,654-92.1% | $16,006-90.8% | $14,365-89.7% |