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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 | $50,624 | $140,592-64.0% | $123,106-58.9% | $125,388-59.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | -6.08% | 16.80%-22.9pp | 13.22%-19.3pp | 282.24%-288.3pp |
| Employer contribution / active EE | $6,875 | $6,041+13.8% | $5,151+33.5% | $4,866+41.3% |
| Participant deferral / active EE | $11,034 | $6,980+58.1% | $6,229+77.1% | $5,352+106.2% |
| Admin fee / account holder | $826 | $11,198-92.6% | $9,015-90.8% | $9,541-91.3% |