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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 | $29,740 | $84,236-64.7% | $170,435-82.6% | $70,126-57.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 9.37% | 23.06%-13.7pp | 205.94%-196.6pp | 73.15%-63.8pp |
| Employer contribution / active EE | $1,818 | $3,387-46.3% | $5,432-66.5% | $2,343-22.4% |
| Participant deferral / active EE | $3,556 | $3,086+15.2% | $4,939-28.0% | $3,332+6.7% |
| Admin fee / account holder | $2,472 | $5,698-56.6% | $13,881-82.2% | $4,645-46.8% |