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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 | $82,034 | $106,247-22.8% | $96,515-15.0% | $139,466-41.2% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 2.99% | 38.47%-35.5pp | 35.73%-32.7pp | 373.66%-370.7pp |
| Employer contribution / active EE | $10,000 | $4,106+143.6% | $3,740+167.4% | $4,754+110.4% |
| Participant deferral / active EE | $0 | $5,456-100.0% | $4,880-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,115 | $7,885-73.2% | $6,735-68.6% | $11,409-81.5% |