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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 | $103,381 | $174,379-40.7% | $152,093-32.0% | $138,895-25.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 6.71% | 74.86%-68.1pp | 66.36%-59.6pp | 145.39%-138.7pp |
| Employer contribution / active EE | $3,250 | $4,652-30.1% | $4,175-22.2% | $4,194-22.5% |
| Participant deferral / active EE | $3,564 | $6,159-42.1% | $5,451-34.6% | $6,396-44.3% |
| Admin fee / account holder | $813 | $16,880-95.2% | $14,497-94.4% | $12,562-93.5% |