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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 | $20,239 | $155,555-87.0% | $146,866-86.2% | $155,188-87.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 4.64% | 115.41%-110.8pp | 102.85%-98.2pp | 148.84%-144.2pp |
| Employer contribution / active EE | $3,488 | $4,647-24.9% | $4,425-21.2% | $4,248-17.9% |
| Participant deferral / active EE | $18,630 | $8,044+131.6% | $7,759+140.1% | $6,531+185.3% |
| Admin fee / account holder | $7,043 | $14,755-52.3% | $13,620-48.3% | $14,480-51.4% |