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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 | $59,551 | $102,422-41.9% | $147,117-59.5% | $80,959-26.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 11.43% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.2pp |
| Employer contribution / active EE | $3,011 | $3,717-19.0% | $4,932-39.0% | $2,757+9.2% |
| Participant deferral / active EE | $2,986 | $6,652-55.1% | $8,065-63.0% | $4,300-30.6% |
| Admin fee / account holder | $7,013 | $7,953-11.8% | $12,993-46.0% | $6,925+1.3% |