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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 | $22,563 | $111,814-79.8% | $103,374-78.2% | $145,959-84.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 3.78% | 24.77%-21.0pp | 24.89%-21.1pp | 561.95%-558.2pp |
| Employer contribution / active EE | $1,785 | $4,214-57.6% | $3,869-53.9% | $4,661-61.7% |
| Participant deferral / active EE | $1,844 | $5,618-67.2% | $5,058-63.6% | $6,689-72.4% |
| Admin fee / account holder | $335 | $9,754-96.6% | $8,394-96.0% | $13,398-97.5% |