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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 | $35,127 | $201,344-82.6% | $184,243-80.9% | $145,877-75.9% |
| Participation rate | 93.3% | 87.5%+5.8pp | 86.8%+6.5pp | 80.3%+13.0pp |
| Annual return | 4.35% | 29.01%-24.7pp | 28.82%-24.5pp | 551.28%-546.9pp |
| Employer contribution / active EE | $3,084 | $7,022-56.1% | $6,427-52.0% | $4,663-33.9% |
| Participant deferral / active EE | $3,517 | $9,807-64.1% | $9,132-61.5% | $6,691-47.4% |
| Admin fee / account holder | $1,716 | $16,382-89.5% | $13,914-87.7% | $13,402-87.2% |