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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 | $37,114 | $201,372-81.6% | $184,260-79.9% | $145,884-74.6% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 9.21% | 29.04%-19.8pp | 28.84%-19.6pp | 551.85%-542.6pp |
| Employer contribution / active EE | $2,232 | $7,024-68.2% | $6,427-65.3% | $4,662-52.1% |
| Participant deferral / active EE | $4,362 | $9,808-55.5% | $9,133-52.2% | $6,690-34.8% |
| Admin fee / account holder | $671 | $16,362-95.9% | $13,898-95.2% | $13,392-95.0% |