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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 | $66,148 | $110,307-40.0% | $96,576-31.5% | $139,456-52.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 8.61% | 26.40%-17.8pp | 25.87%-17.3pp | 373.45%-364.8pp |
| Employer contribution / active EE | $2,143 | $3,619-40.8% | $2,965-27.7% | $4,753-54.9% |
| Participant deferral / active EE | $2,096 | $5,547-62.2% | $4,851-56.8% | $6,711-68.8% |
| Admin fee / account holder | $55,571 | $11,597+379.2% | $8,253+573.4% | $11,407+387.2% |