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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 | $38,186 | $103,387-63.1% | $87,102-56.2% | $152,885-75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.38% | 28.10%-25.7pp | 28.19%-25.8pp | 345.39%-343.0pp |
| Employer contribution / active EE | $1,600 | $3,221-50.3% | $2,521-36.5% | $4,763-66.4% |
| Participant deferral / active EE | $3,311 | $4,778-30.7% | $4,048-18.2% | $5,851-43.4% |
| Admin fee / account holder | $2,896 | $12,193-76.2% | $7,491-61.3% | $11,598-75.0% |