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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 | $76,834-57.7% | $108,359-70.0% | $87,485-62.8% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 5.96% | 19.09%-13.1pp | 36.89%-30.9pp | 26.06%-20.1pp |
| Employer contribution / active EE | $2,642 | $1,556+69.8% | $2,399+10.1% | $2,596+1.8% |
| Participant deferral / active EE | $3,157 | $3,100+1.8% | $4,137-23.7% | $4,274-26.1% |
| Admin fee / account holder | $2,491 | $6,537-61.9% | $9,741-74.4% | $7,775-68.0% |