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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 | $27,038 | $201,344-86.6% | $184,243-85.3% | $145,877-81.5% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 7.27% | 29.01%-21.7pp | 28.82%-21.5pp | 551.28%-544.0pp |
| Employer contribution / active EE | $4,608 | $7,022-34.4% | $6,427-28.3% | $4,663-1.2% |
| Participant deferral / active EE | $5,638 | $9,807-42.5% | $9,132-38.3% | $6,691-15.7% |
| Admin fee / account holder | $1,092 | $16,382-93.3% | $13,914-92.2% | $13,402-91.9% |