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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 | $21,966 | $110,212-80.1% | $96,534-77.2% | $139,466-84.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 3.76% | 26.42%-22.7pp | 25.88%-22.1pp | 373.66%-369.9pp |
| Employer contribution / active EE | $1,651 | $3,620-54.4% | $2,965-44.3% | $4,754-65.3% |
| Participant deferral / active EE | $2,411 | $5,547-56.5% | $4,851-50.3% | $6,712-64.1% |
| Admin fee / account holder | $1,692 | $11,599-85.4% | $8,253-79.5% | $11,409-85.2% |