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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 | $66,490 | $102,422-35.1% | $147,117-54.8% | $80,959-17.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.90% | 135.16%-127.3pp | 420.54%-412.6pp | 35.67%-27.8pp |
| Employer contribution / active EE | $2,262 | $3,717-39.1% | $4,932-54.1% | $2,757-18.0% |
| Participant deferral / active EE | $3,086 | $6,652-53.6% | $8,065-61.7% | $4,300-28.2% |
| Admin fee / account holder | $2,832 | $7,953-64.4% | $12,993-78.2% | $6,925-59.1% |