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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 | $33,349 | $51,638-35.4% | $129,406-74.2% | $80,959-58.8% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 10.45% | 20.78%-10.3pp | 9468.18%-9457.7pp | 35.67%-25.2pp |
| Employer contribution / active EE | $1,217 | $1,584-23.2% | $4,155-70.7% | $2,757-55.9% |
| Participant deferral / active EE | $3,628 | $2,670+35.9% | $4,167-12.9% | $4,300-15.6% |
| Admin fee / account holder | $3,363 | $4,313-22.0% | $7,689-56.3% | $6,925-51.4% |