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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 | $22,877 | $77,449-70.5% | $69,483-67.1% | $152,909-85.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 3.12% | 39.09%-36.0pp | 28.99%-25.9pp | 345.46%-342.3pp |
| Employer contribution / active EE | $1,731 | $3,316-47.8% | $2,780-37.7% | $4,764-63.7% |
| Participant deferral / active EE | $1,736 | $4,415-60.7% | $3,537-50.9% | $5,851-70.3% |
| Admin fee / account holder | $6,140 | $6,210-1.1% | $3,841+59.9% | $11,601-47.1% |