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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 | $43,164 | $54,763-21.2% | $90,324-52.2% | $72,976-40.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.23% | 30.63%-15.4pp | 78.15%-62.9pp | 81.02%-65.8pp |
| Employer contribution / active EE | $3,775 | $2,093+80.3% | $2,856+32.2% | $2,440+54.7% |
| Participant deferral / active EE | $2,957 | $2,887+2.4% | $3,885-23.9% | $3,608-18.0% |
| Admin fee / account holder | $5,920 | $3,973+49.0% | $5,356+10.5% | $5,124+15.5% |