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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 | $32,513 | $73,787-55.9% | $98,716-67.1% | $82,448-60.6% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 5.96% | 18.57%-12.6pp | 31.81%-25.8pp | 41.64%-35.7pp |
| Employer contribution / active EE | $2,642 | $1,511+74.8% | $2,279+15.9% | $2,551+3.6% |
| Participant deferral / active EE | $3,157 | $3,081+2.5% | $4,048-22.0% | $4,139-23.7% |
| Admin fee / account holder | $2,491 | $6,500-61.7% | $8,703-71.4% | $7,234-65.6% |