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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 | $126,661-68.9% | $113,397-65.2% | $138,895-71.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 6.58% | 25.05%-18.5pp | 23.20%-16.6pp | 145.39%-138.8pp |
| Employer contribution / active EE | $3,591 | $3,456+3.9% | $2,977+20.6% | $4,194-14.4% |
| Participant deferral / active EE | $2,190 | $5,693-61.5% | $5,076-56.9% | $6,396-65.8% |
| Admin fee / account holder | $56,803 | $14,549+290.4% | $11,957+375.1% | $12,562+352.2% |