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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 | $43,331 | $109,359-60.4% | $162,185-73.3% | $72,976-40.6% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 13.92% | 25.46%-11.5pp | 115.61%-101.7pp | 81.02%-67.1pp |
| Employer contribution / active EE | $2,243 | $3,907-42.6% | $5,613-60.0% | $2,440-8.1% |
| Participant deferral / active EE | $0 | $5,481-100.0% | $7,297-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,447 | $7,972-69.3% | $10,844-77.4% | $5,124-52.3% |