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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 | $37,607 | $98,766-61.9% | $149,730-74.9% | $79,852-52.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 8.07% | 27.43%-19.4pp | 276.70%-268.6pp | 31.72%-23.7pp |
| Employer contribution / active EE | $2,128 | $3,217-33.8% | $4,645-54.2% | $2,471-13.9% |
| Participant deferral / active EE | $3,245 | $5,681-42.9% | $6,843-52.6% | $3,740-13.3% |
| Admin fee / account holder | $391 | $6,052-93.5% | $9,310-95.8% | $5,306-92.6% |