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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 | $76,535 | $149,679-48.9% | $117,039-34.6% | $147,585-48.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 3.01% | 19.31%-16.3pp | 18.95%-15.9pp | 578.57%-575.6pp |
| Employer contribution / active EE | $1,410 | $4,937-71.4% | $3,785-62.7% | $4,876-71.1% |
| Participant deferral / active EE | $8,892 | $4,912+81.0% | $3,929+126.3% | $5,439+63.5% |
| Admin fee / account holder | $2,288 | $7,856-70.9% | $5,974-61.7% | $10,885-79.0% |