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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 | $59,041 | $111,814-47.2% | $103,378-42.9% | $145,978-59.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 8.77% | 24.80%-16.0pp | 24.91%-16.1pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,649 | $4,215-60.9% | $3,870-57.4% | $4,662-64.6% |
| Participant deferral / active EE | $23,000 | $5,618+309.4% | $5,058+354.8% | $6,690+243.8% |
| Admin fee / account holder | $746 | $9,764-92.4% | $8,401-91.1% | $13,400-94.4% |