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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 | $46,587 | $89,370-47.9% | $141,197-67.0% | $72,976-36.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.85% | 111.88%-93.0pp | 71.41%-52.6pp | 81.02%-62.2pp |
| Employer contribution / active EE | $2,337 | $3,115-25.0% | $4,736-50.6% | $2,440-4.2% |
| Participant deferral / active EE | $2,825 | $5,419-47.9% | $6,710-57.9% | $3,608-21.7% |
| Admin fee / account holder | $2,438 | $5,957-59.1% | $10,265-76.2% | $5,124-52.4% |