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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 | $35,701 | $53,841-33.7% | $75,731-52.9% | $85,851-58.4% |
| Participation rate | 100.0% | 69.0%+31.0pp | 74.8%+25.2pp | 69.3%+30.7pp |
| Annual return | 11.78% | 24.54%-12.8pp | 104.65%-92.9pp | 318.63%-306.9pp |
| Employer contribution / active EE | $1,831 | $2,017-9.2% | $2,743-33.3% | $2,565-28.6% |
| Participant deferral / active EE | $2,018 | $2,895-30.3% | $3,820-47.2% | $3,952-48.9% |
| Admin fee / account holder | $819 | $3,340-75.5% | $3,620-77.4% | $6,261-86.9% |