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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 | $33,616 | $84,236-60.1% | $170,435-80.3% | $70,126-52.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.05% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $3,294 | $3,387-2.8% | $5,432-39.4% | $2,343+40.6% |
| Participant deferral / active EE | $4,113 | $3,086+33.3% | $4,939-16.7% | $3,332+23.4% |
| Admin fee / account holder | $5,660 | $5,698-0.7% | $13,881-59.2% | $4,645+21.8% |