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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 | $41,137 | $174,379-76.4% | $152,093-73.0% | $138,895-70.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 5.72% | 74.86%-69.1pp | 66.36%-60.6pp | 145.39%-139.7pp |
| Employer contribution / active EE | $2,598 | $4,652-44.1% | $4,175-37.8% | $4,194-38.1% |
| Participant deferral / active EE | $1,967 | $6,159-68.1% | $5,451-63.9% | $6,396-69.3% |
| Admin fee / account holder | $549 | $16,880-96.7% | $14,497-96.2% | $12,562-95.6% |