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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 | $157,321 | $93,346+68.5% | $71,796+119.1% | $273,972-42.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 0.47% | 130.39%-129.9pp | 78.04%-77.6pp | 41.46%-41.0pp |
| Employer contribution / active EE | $1,124 | $2,733-58.9% | $1,924-41.6% | $4,869-76.9% |
| Participant deferral / active EE | $2,914 | $3,475-16.1% | $2,794+4.3% | $5,287-44.9% |
| Admin fee / account holder | $1,328 | $6,571-79.8% | $4,815-72.4% | $10,133-86.9% |