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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 | $94,895 | $124,330-23.7% | $109,173-13.1% | $167,536-43.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 4.71% | 26.04%-21.3pp | 25.75%-21.0pp | 478.82%-474.1pp |
| Employer contribution / active EE | $2,150 | $4,209-48.9% | $3,723-42.2% | $4,839-55.6% |
| Participant deferral / active EE | $2,964 | $5,256-43.6% | $4,654-36.3% | $6,342-53.3% |
| Admin fee / account holder | $29,861 | $7,974+274.5% | $6,755+342.1% | $12,315+142.5% |