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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 | $64,116 | $106,749-39.9% | $145,433-55.9% | $82,448-22.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.66% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-29.0pp |
| Employer contribution / active EE | $1,160 | $3,444-66.3% | $4,554-74.5% | $2,551-54.5% |
| Participant deferral / active EE | $3,599 | $6,519-44.8% | $7,897-54.4% | $4,139-13.0% |
| Admin fee / account holder | $7,013 | $8,390-16.4% | $13,129-46.6% | $7,234-3.1% |