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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 | $34,317 | $88,672-61.3% | $105,223-67.4% | $82,448-58.4% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 10.10% | 30.86%-20.8pp | 180.65%-170.5pp | 41.64%-31.5pp |
| Employer contribution / active EE | $2,449 | $3,048-19.6% | $3,689-33.6% | $2,551-4.0% |
| Participant deferral / active EE | $2,313 | $4,036-42.7% | $5,072-54.4% | $4,139-44.1% |
| Admin fee / account holder | $1,436 | $7,146-79.9% | $8,859-83.8% | $7,234-80.1% |