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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 | $44,117 | $84,236-47.6% | $170,435-74.1% | $70,126-37.1% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 6.49% | 23.06%-16.6pp | 205.94%-199.4pp | 73.15%-66.7pp |
| Employer contribution / active EE | $2,405 | $3,387-29.0% | $5,432-55.7% | $2,343+2.7% |
| Participant deferral / active EE | $3,427 | $3,086+11.0% | $4,939-30.6% | $3,332+2.8% |
| Admin fee / account holder | $2,362 | $5,698-58.6% | $13,881-83.0% | $4,645-49.2% |