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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 | $50,034 | $153,311-67.4% | $109,313-54.2% | $273,972-81.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 0.77% | 29.86%-29.1pp | 22.07%-21.3pp | 41.46%-40.7pp |
| Employer contribution / active EE | $15,900 | $5,619+183.0% | $3,892+308.5% | $4,869+226.6% |
| Participant deferral / active EE | $18,000 | $3,932+357.8% | $3,166+468.5% | $5,287+240.4% |
| Admin fee / account holder | $492 | $8,076-93.9% | $5,666-91.3% | $10,133-95.1% |