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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 | $99,053-71.3% | $88,179-67.7% | $138,895-79.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.1%+30.9pp | 79.9%+20.1pp |
| Annual return | 6.48% | 78.17%-71.7pp | 64.97%-58.5pp | 145.39%-138.9pp |
| Employer contribution / active EE | $3,397 | $2,882+17.9% | $2,549+33.3% | $4,194-19.0% |
| Participant deferral / active EE | $4,647 | $5,225-11.1% | $4,614+0.7% | $6,396-27.4% |
| Admin fee / account holder | $455 | $8,748-94.8% | $7,673-94.1% | $12,562-96.4% |