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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 | $39,038 | $63,365-38.4% | $91,994-57.6% | $72,976-46.5% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 17.59% | 35.35%-17.8pp | 69.04%-51.5pp | 81.02%-63.4pp |
| Employer contribution / active EE | $1,673 | $2,116-20.9% | $3,453-51.5% | $2,440-31.4% |
| Participant deferral / active EE | $2,521 | $4,883-48.4% | $5,924-57.4% | $3,608-30.1% |
| Admin fee / account holder | $1,697 | $4,670-63.7% | $7,744-78.1% | $5,124-66.9% |