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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 | $41,177 | $75,541-45.5% | $152,093-72.9% | $82,637-50.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.38% | 32.56%-21.2pp | 66.36%-55.0pp | 53.51%-42.1pp |
| Employer contribution / active EE | $2,621 | $2,622-0.1% | $4,175-37.2% | $2,552+2.7% |
| Participant deferral / active EE | $4,862 | $3,206+51.7% | $5,451-10.8% | $4,126+17.8% |
| Admin fee / account holder | $416 | $6,405-93.5% | $14,497-97.1% | $7,339-94.3% |