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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 | $32,535 | $107,368-69.7% | $92,915-65.0% | $152,909-78.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 7.94% | 145.64%-137.7pp | 109.45%-101.5pp | 345.46%-337.5pp |
| Employer contribution / active EE | $3,310 | $4,222-21.6% | $3,653-9.4% | $4,764-30.5% |
| Participant deferral / active EE | $5,488 | $4,848+13.2% | $4,238+29.5% | $5,851-6.2% |
| Admin fee / account holder | $363 | $7,082-94.9% | $5,796-93.7% | $11,601-96.9% |