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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 | $78,122 | $110,240-29.1% | $96,544-19.1% | $139,487-44.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 6.27% | 26.41%-20.1pp | 25.88%-19.6pp | 373.84%-367.6pp |
| Employer contribution / active EE | $2,068 | $3,622-42.9% | $2,966-30.3% | $4,755-56.5% |
| Participant deferral / active EE | $4,250 | $5,549-23.4% | $4,851-12.4% | $6,713-36.7% |
| Admin fee / account holder | $6,496 | $11,602-44.0% | $8,254-21.3% | $11,407-43.1% |