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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 | $24,623 | $58,099-57.6% | $76,902-68.0% | $75,177-67.2% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 7.77% | 26.71%-18.9pp | 37.91%-30.1pp | 160.75%-153.0pp |
| Employer contribution / active EE | $1,930 | $1,996-3.3% | $2,534-23.9% | $2,671-27.8% |
| Participant deferral / active EE | $1,747 | $2,999-41.8% | $3,833-54.4% | $4,126-57.7% |
| Admin fee / account holder | $2,368 | $4,778-50.4% | $5,479-56.8% | $5,651-58.1% |