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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 | $64,633 | $64,359+0.4% | $90,161-28.3% | $70,126-7.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.66% | 28.13%-14.5pp | 34.89%-21.2pp | 73.15%-59.5pp |
| Employer contribution / active EE | $3,377 | $2,046+65.1% | $3,318+1.8% | $2,343+44.2% |
| Participant deferral / active EE | $3,377 | $4,389-23.1% | $5,287-36.1% | $3,332+1.4% |
| Admin fee / account holder | $2,754 | $3,945-30.2% | $5,943-53.7% | $4,645-40.7% |