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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 | $54,619 | $55,457-1.5% | $77,361-29.4% | $94,015-41.9% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 10.01% | 15.57%-5.6pp | 1011.54%-1001.5pp | 17.84%-7.8pp |
| Employer contribution / active EE | $3,836 | $2,255+70.1% | $2,990+28.3% | $2,790+37.5% |
| Participant deferral / active EE | $3,623 | $3,069+18.0% | $3,911-7.4% | $4,249-14.7% |
| Admin fee / account holder | $1,258 | $4,334-71.0% | $5,894-78.7% | $8,951-85.9% |