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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 | $65,157 | $92,798-29.8% | $96,707-32.6% | $137,256-52.5% |
| Participation rate | 100.0% | 81.6%+18.4pp | 80.4%+19.6pp | 80.0%+20.0pp |
| Annual return | 8.96% | 31.24%-22.3pp | 34.78%-25.8pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,065 | $4,147-74.3% | $4,191-74.6% | $4,156-74.4% |
| Participant deferral / active EE | $3,491 | $5,877-40.6% | $5,997-41.8% | $6,407-45.5% |
| Admin fee / account holder | $1,955 | $7,946-75.4% | $7,503-73.9% | $12,270-84.1% |