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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 | $71,872 | $213,785-66.4% | $185,441-61.2% | $155,188-53.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 3.00% | 19.97%-17.0pp | 20.16%-17.2pp | 148.84%-145.8pp |
| Employer contribution / active EE | $2,265 | $5,393-58.0% | $4,672-51.5% | $4,248-46.7% |
| Participant deferral / active EE | $5,350 | $6,864-22.1% | $6,152-13.0% | $6,531-18.1% |
| Admin fee / account holder | $6,498 | $21,134-69.3% | $17,890-63.7% | $14,480-55.1% |