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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 | $31,124 | $65,034-52.1% | $90,970-65.8% | $79,856-61.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 6.02% | 30.45%-24.4pp | 134.60%-128.6pp | 31.71%-25.7pp |
| Employer contribution / active EE | $2,485 | $1,247+99.2% | $2,122+17.1% | $2,471+0.6% |
| Participant deferral / active EE | $2,394 | $2,512-4.7% | $3,373-29.0% | $3,741-36.0% |
| Admin fee / account holder | $6,004 | $4,536+32.4% | $5,961+0.7% | $5,306+13.2% |