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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 | $72,101 | $110,307-34.6% | $96,576-25.3% | $139,456-48.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 7.14% | 26.40%-19.3pp | 25.87%-18.7pp | 373.45%-366.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $2,965-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $2,181 | $5,547-60.7% | $4,851-55.0% | $6,711-67.5% |
| Admin fee / account holder | $1,009 | $11,597-91.3% | $8,253-87.8% | $11,407-91.2% |