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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 | $28,442 | $107,809-73.6% | $97,032-70.7% | $155,188-81.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 71.6%+28.4pp | 80.8%+19.2pp |
| Annual return | 6.48% | 38.06%-31.6pp | 35.38%-28.9pp | 148.84%-142.4pp |
| Employer contribution / active EE | $3,397 | $2,911+16.7% | $2,629+29.2% | $4,248-20.0% |
| Participant deferral / active EE | $4,647 | $5,129-9.4% | $4,672-0.5% | $6,531-28.9% |
| Admin fee / account holder | $455 | $10,717-95.8% | $9,418-95.2% | $14,480-96.9% |