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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 | $77,814-47.1% | $158,223-74.0% | $86,983-52.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 11.38% | 30.54%-19.2pp | 52.09%-40.7pp | 25.83%-14.5pp |
| Employer contribution / active EE | $2,621 | $2,592+1.1% | $4,109-36.2% | $2,584+1.4% |
| Participant deferral / active EE | $4,862 | $3,270+48.7% | $5,467-11.1% | $4,194+15.9% |
| Admin fee / account holder | $416 | $5,879-92.9% | $16,047-97.4% | $7,856-94.7% |