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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 | $40,034 | $138,312-71.1% | $122,979-67.4% | $155,188-74.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.71% | 22.06%-15.4pp | 20.12%-13.4pp | 148.84%-142.1pp |
| Employer contribution / active EE | $3,547 | $3,530+0.5% | $3,062+15.8% | $4,248-16.5% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,260 | $15,089-65.1% | $12,864-59.1% | $14,480-63.7% |