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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 | $18,586 | $54,757-66.1% | $90,300-79.4% | $72,983-74.5% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.15% | 30.63%-15.5pp | 78.11%-63.0pp | 81.01%-65.9pp |
| Employer contribution / active EE | $3,525 | $2,092+68.4% | $2,854+23.5% | $2,440+44.5% |
| Participant deferral / active EE | $1,784 | $2,887-38.2% | $3,884-54.1% | $3,608-50.6% |
| Admin fee / account holder | $2,349 | $3,972-40.9% | $5,353-56.1% | $5,124-54.2% |