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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 | $33,345 | $87,834-62.0% | $133,975-75.1% | $62,881-47.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.48% | 12.05%-7.6pp | 29.29%-24.8pp | 20.14%-15.7pp |
| Employer contribution / active EE | $2,567 | $3,482-26.3% | $5,211-50.7% | $2,281+12.5% |
| Participant deferral / active EE | $2,469 | $4,812-48.7% | $6,282-60.7% | $3,203-22.9% |
| Admin fee / account holder | $647 | $5,372-88.0% | $9,324-93.1% | $4,296-84.9% |