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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 | $44,456 | $106,749-58.4% | $145,433-69.4% | $82,448-46.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 9.72% | 27.59%-17.9pp | 66.58%-56.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $2,010 | $3,444-41.6% | $4,554-55.9% | $2,551-21.2% |
| Participant deferral / active EE | $4,311 | $6,519-33.9% | $7,897-45.4% | $4,139+4.1% |
| Admin fee / account holder | $4,531 | $8,390-46.0% | $13,129-65.5% | $7,234-37.4% |