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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 | $23,215 | $100,970-77.0% | $96,576-76.0% | $137,256-83.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 4.02% | 38.16%-34.1pp | 38.47%-34.5pp | 220.34%-216.3pp |
| Employer contribution / active EE | $1,826 | $3,809-52.1% | $3,553-48.6% | $4,156-56.1% |
| Participant deferral / active EE | $3,652 | $8,286-55.9% | $7,956-54.1% | $6,407-43.0% |
| Admin fee / account holder | $24,724 | $11,312+118.6% | $11,381+117.2% | $12,270+101.5% |