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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 | $38,170 | $54,763-30.3% | $90,324-57.7% | $72,976-47.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 4.16% | 30.63%-26.5pp | 78.15%-74.0pp | 81.02%-76.9pp |
| Employer contribution / active EE | $1,832 | $2,093-12.5% | $2,856-35.8% | $2,440-24.9% |
| Participant deferral / active EE | $3,282 | $2,887+13.7% | $3,885-15.5% | $3,608-9.0% |
| Admin fee / account holder | $3,456 | $3,973-13.0% | $5,356-35.5% | $5,124-32.6% |