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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 | $94,286 | $162,821-42.1% | $133,978-29.6% | $158,982-40.7% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 2.30% | 41.95%-39.7pp | 45.10%-42.8pp | 302.99%-300.7pp |
| Employer contribution / active EE | $1,671 | $4,976-66.4% | $3,919-57.4% | $4,763-64.9% |
| Participant deferral / active EE | $2,394 | $5,910-59.5% | $5,047-52.6% | $5,983-60.0% |
| Admin fee / account holder | $414 | $11,742-96.5% | $8,930-95.4% | $11,252-96.3% |