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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 | $52,094 | $77,574-32.8% | $108,753-52.1% | $86,983-40.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 7.12% | 18.42%-11.3pp | 37.47%-30.3pp | 25.83%-18.7pp |
| Employer contribution / active EE | $2,778 | $1,611+72.5% | $2,427+14.5% | $2,584+7.5% |
| Participant deferral / active EE | $1,757 | $3,128-43.9% | $4,115-57.3% | $4,194-58.1% |
| Admin fee / account holder | $5,411 | $6,529-17.1% | $10,320-47.6% | $7,856-31.1% |