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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 | $39,440 | $136,860-71.2% | $120,344-67.2% | $154,746-74.5% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 6.58% | 21.38%-14.8pp | 20.30%-13.7pp | 172.34%-165.8pp |
| Employer contribution / active EE | $3,591 | $3,533+1.6% | $3,020+18.9% | $4,379-18.0% |
| Participant deferral / active EE | $2,190 | $5,793-62.2% | $5,135-57.4% | $6,730-67.5% |
| Admin fee / account holder | $56,803 | $15,393+269.0% | $12,742+345.8% | $14,365+295.4% |