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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 | $45,559 | $48,314-5.7% | $67,561-32.6% | $80,925-43.7% |
| Participation rate | 98.2% | 66.4%+31.8pp | 72.9%+25.3pp | 67.7%+30.6pp |
| Annual return | 10.12% | 18.28%-8.2pp | 3525.44%-3515.3pp | 35.65%-25.5pp |
| Employer contribution / active EE | $723 | $2,022-64.2% | $2,735-73.6% | $2,756-73.8% |
| Participant deferral / active EE | $1,583 | $2,927-45.9% | $4,003-60.5% | $4,299-63.2% |
| Admin fee / account holder | $3,596 | $3,690-2.5% | $4,006-10.2% | $6,940-48.2% |