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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 | $38,523 | $104,251-63.0% | $91,004-57.7% | $147,586-73.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.6%+24.4pp | 82.8%+17.2pp |
| Annual return | 8.17% | 27.06%-18.9pp | 4.60%+3.6pp | 578.59%-570.4pp |
| Employer contribution / active EE | $1,358 | $3,116-56.4% | $2,456-44.7% | $4,876-72.2% |
| Participant deferral / active EE | $1,245 | $4,195-70.3% | $3,548-64.9% | $5,439-77.1% |
| Admin fee / account holder | $2,910 | $8,948-67.5% | $5,417-46.3% | $10,886-73.3% |