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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 | $38,709 | $98,776-60.8% | $149,745-74.2% | $79,856-51.5% |
| Participation rate | 95.6% | 75.8%+19.8pp | 82.5%+13.1pp | 69.6%+25.9pp |
| Annual return | 9.80% | 27.38%-17.6pp | 276.72%-266.9pp | 31.71%-21.9pp |
| Employer contribution / active EE | $2,263 | $3,217-29.7% | $4,646-51.3% | $2,471-8.4% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,044 | $6,053-82.8% | $9,312-88.8% | $5,306-80.3% |