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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 | $105,283 | $124,425-15.4% | $112,040-6.0% | $137,256-23.3% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 3.87% | 24.72%-20.8pp | 24.52%-20.6pp | 220.34%-216.5pp |
| Employer contribution / active EE | $1,547 | $3,411-54.7% | $2,954-47.6% | $4,156-62.8% |
| Participant deferral / active EE | $2,695 | $5,718-52.9% | $5,098-47.1% | $6,407-57.9% |
| Admin fee / account holder | $6,681 | $15,207-56.1% | $12,098-44.8% | $12,270-45.6% |