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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 | $38,776 | $93,617-58.6% | $135,982-71.5% | $75,177-48.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 12.62% | 30.89%-18.3pp | 68.32%-55.7pp | 160.75%-148.1pp |
| Employer contribution / active EE | $3,271 | $3,538-7.6% | $4,859-32.7% | $2,671+22.5% |
| Participant deferral / active EE | $5,796 | $6,406-9.5% | $7,760-25.3% | $4,126+40.5% |
| Admin fee / account holder | $3,507 | $6,980-49.8% | $10,767-67.4% | $5,651-38.0% |