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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 | $35,134 | $77,908-54.9% | $149,696-76.5% | $75,173-53.3% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 11.69% | 31.73%-20.0pp | 134.46%-122.8pp | 160.72%-149.0pp |
| Employer contribution / active EE | $2,096 | $3,138-33.2% | $4,821-56.5% | $2,671-21.5% |
| Participant deferral / active EE | $2,584 | $3,411-24.3% | $5,682-54.5% | $4,126-37.4% |
| Admin fee / account holder | $785 | $5,950-86.8% | $13,212-94.1% | $5,651-86.1% |