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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 | $27,755 | $185,312-85.0% | $161,489-82.8% | $154,746-82.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 4.30% | 103.84%-99.5pp | 89.72%-85.4pp | 172.34%-168.0pp |
| Employer contribution / active EE | $2,380 | $4,769-50.1% | $4,268-44.2% | $4,379-45.6% |
| Participant deferral / active EE | $2,598 | $6,350-59.1% | $5,630-53.9% | $6,730-61.4% |
| Admin fee / account holder | $655 | $18,654-96.5% | $16,006-95.9% | $14,365-95.4% |