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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 | $138,893 | $111,814+24.2% | $103,374+34.4% | $145,959-4.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 2.62% | 24.77%-22.1pp | 24.89%-22.3pp | 561.95%-559.3pp |
| Employer contribution / active EE | $42,031 | $4,214+897.5% | $3,869+986.3% | $4,661+801.8% |
| Participant deferral / active EE | $25,500 | $5,618+353.9% | $5,058+404.2% | $6,689+281.3% |
| Admin fee / account holder | $852 | $9,754-91.3% | $8,394-89.8% | $13,398-93.6% |