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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 | $33,836 | $111,814-69.7% | $103,378-67.3% | $145,978-76.8% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 0.86% | 24.80%-23.9pp | 24.91%-24.0pp | 550.52%-549.7pp |
| Employer contribution / active EE | $1,886 | $4,215-55.3% | $3,870-51.3% | $4,662-59.5% |
| Participant deferral / active EE | $4,600 | $5,618-18.1% | $5,058-9.0% | $6,690-31.2% |
| Admin fee / account holder | $905 | $9,764-90.7% | $8,401-89.2% | $13,400-93.2% |