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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 | $28,355 | $165,361-82.9% | $149,715-81.1% | $158,950-82.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 3.40% | 348.24%-344.8pp | 276.66%-273.3pp | 302.91%-299.5pp |
| Employer contribution / active EE | $5,757 | $5,103+12.8% | $4,645+24.0% | $4,762+20.9% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,842+42.5% | $5,983+63.0% |
| Admin fee / account holder | $2,838 | $10,808-73.7% | $9,310-69.5% | $11,248-74.8% |