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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 | $58,225 | $153,769-62.1% | $133,975-56.5% | $273,972-78.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | -0.84% | 36.51%-37.3pp | 29.29%-30.1pp | 41.46%-42.3pp |
| Employer contribution / active EE | $3,848 | $6,029-36.2% | $5,211-26.2% | $4,869-21.0% |
| Participant deferral / active EE | $7,353 | $6,958+5.7% | $6,282+17.1% | $5,287+39.1% |
| Admin fee / account holder | $303 | $11,765-97.4% | $9,324-96.8% | $10,133-97.0% |