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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 | $82,747 | $56,054+47.6% | $171,082-51.6% | $62,881+31.6% |
| Participation rate | 100.0% | 62.9%+37.1pp | 76.7%+23.3pp | 69.3%+30.7pp |
| Annual return | 4.98% | 22.52%-17.5pp | 32.56%-27.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $3,048 | $1,731+76.1% | $4,002-23.8% | $2,281+33.6% |
| Participant deferral / active EE | $9,211 | $3,158+191.7% | $4,797+92.0% | $3,203+187.6% |
| Admin fee / account holder | $1,506 | $3,647-58.7% | $8,520-82.3% | $4,296-65.0% |