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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 | $63,985 | $115,917-44.8% | $100,535-36.4% | $158,982-59.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 3.71% | 34.80%-31.1pp | 30.90%-27.2pp | 302.99%-299.3pp |
| Employer contribution / active EE | $1,522 | $4,105-62.9% | $3,419-55.5% | $4,763-68.0% |
| Participant deferral / active EE | $2,660 | $6,677-60.2% | $6,271-57.6% | $5,983-55.6% |
| Admin fee / account holder | $4,186 | $11,002-61.9% | $8,085-48.2% | $11,252-62.8% |