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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 | $60,293 | $118,496-49.1% | $98,461-38.8% | $139,466-56.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 2.34% | 18.96%-16.6pp | 21.17%-18.8pp | 373.66%-371.3pp |
| Employer contribution / active EE | $2,736 | $3,611-24.2% | $3,049-10.2% | $4,754-42.4% |
| Participant deferral / active EE | $2,507 | $5,393-53.5% | $4,738-47.1% | $6,712-62.6% |
| Admin fee / account holder | $27,604 | $14,056+96.4% | $8,961+208.0% | $11,409+142.0% |