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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 | $23,829 | $54,757-56.5% | $90,300-73.6% | $72,983-67.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 14.56% | 30.63%-16.1pp | 78.11%-63.6pp | 81.01%-66.5pp |
| Employer contribution / active EE | $3,598 | $2,092+72.0% | $2,854+26.1% | $2,440+47.5% |
| Participant deferral / active EE | $2,330 | $2,887-19.3% | $3,884-40.0% | $3,608-35.4% |
| Admin fee / account holder | $1,351 | $3,972-66.0% | $5,353-74.8% | $5,124-73.6% |