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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 | $34,849 | $45,050-22.6% | $63,018-44.7% | $70,126-50.3% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.40% | 18.76%-8.4pp | 87.62%-77.2pp | 73.15%-62.7pp |
| Employer contribution / active EE | $2,765 | $2,052+34.8% | $2,761+0.2% | $2,343+18.0% |
| Participant deferral / active EE | $1,717 | $2,466-30.3% | $3,330-48.4% | $3,332-48.5% |
| Admin fee / account holder | $839 | $2,834-70.4% | $3,601-76.7% | $4,645-81.9% |