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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 | $57,486 | $110,410-47.9% | $102,437-43.9% | $145,897-60.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.32% | 24.85%-17.5pp | 24.95%-17.6pp | 552.29%-545.0pp |
| Employer contribution / active EE | $1,084 | $4,217-74.3% | $3,871-72.0% | $4,663-76.8% |
| Participant deferral / active EE | $15,137 | $5,622+169.3% | $5,060+199.1% | $6,689+126.3% |
| Admin fee / account holder | $853 | $9,745-91.2% | $8,388-89.8% | $13,390-93.6% |