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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 | $35,862 | $162,967-78.0% | $135,792-73.6% | $138,895-74.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.6%+27.4pp | 79.9%+20.1pp |
| Annual return | 4.03% | 30.08%-26.0pp | 25.96%-21.9pp | 145.39%-141.4pp |
| Employer contribution / active EE | $1,898 | $4,211-54.9% | $3,496-45.7% | $4,194-54.7% |
| Participant deferral / active EE | $0 | $5,640-100.0% | $4,759-100.0% | $6,396-100.0% |
| Admin fee / account holder | $7,933 | $15,306-48.2% | $12,266-35.3% | $12,562-36.8% |