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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 | $181,062-77.3% | $158,223-74.0% | $155,188-73.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 5.72% | 57.39%-51.7pp | 52.09%-46.4pp | 148.84%-143.1pp |
| Employer contribution / active EE | $2,598 | $4,565-43.1% | $4,109-36.8% | $4,248-38.8% |
| Participant deferral / active EE | $1,967 | $6,134-67.9% | $5,467-64.0% | $6,531-69.9% |
| Admin fee / account holder | $549 | $18,825-97.1% | $16,047-96.6% | $14,480-96.2% |