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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 | $60,849 | $199,109-69.4% | $173,730-65.0% | $154,746-60.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 6.35% | 20.02%-13.7pp | 19.96%-13.6pp | 172.34%-166.0pp |
| Employer contribution / active EE | $6,250 | $5,311+17.7% | $4,577+36.5% | $4,379+42.7% |
| Participant deferral / active EE | $0 | $7,113-100.0% | $6,326-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,347 | $20,916-84.0% | $17,523-80.9% | $14,365-76.7% |