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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 | $33,938 | $106,749-68.2% | $145,433-76.7% | $82,448-58.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.02% | 27.59%-14.6pp | 66.58%-53.6pp | 41.64%-28.6pp |
| Employer contribution / active EE | $1,053 | $3,444-69.4% | $4,554-76.9% | $2,551-58.7% |
| Participant deferral / active EE | $2,542 | $6,519-61.0% | $7,897-67.8% | $4,139-38.6% |
| Admin fee / account holder | $1,066 | $8,390-87.3% | $13,129-91.9% | $7,234-85.3% |