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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 | $39,916 | $65,961-39.5% | $180,320-77.9% | $94,015-57.5% |
| Participation rate | 96.8% | 61.3%+35.5pp | 71.5%+25.2pp | 70.8%+26.0pp |
| Annual return | 4.14% | 14.27%-10.1pp | 778.54%-774.4pp | 17.84%-13.7pp |
| Employer contribution / active EE | $1,148 | $1,737-33.9% | $4,108-72.1% | $2,790-58.9% |
| Participant deferral / active EE | $2,700 | $3,003-10.1% | $4,304-37.3% | $4,249-36.5% |
| Admin fee / account holder | $1,568 | $4,901-68.0% | $10,000-84.3% | $8,951-82.5% |