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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 | $181,062-86.6% | $158,223-84.6% | $155,188-84.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 8.20% | 57.39%-49.2pp | 52.09%-43.9pp | 148.84%-140.6pp |
| Employer contribution / active EE | $2,560 | $4,565-43.9% | $4,109-37.7% | $4,248-39.7% |
| Participant deferral / active EE | $3,410 | $6,134-44.4% | $5,467-37.6% | $6,531-47.8% |
| Admin fee / account holder | $1,477 | $18,825-92.2% | $16,047-90.8% | $14,480-89.8% |