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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 | $40,121 | $48,078-16.5% | $78,676-49.0% | $62,881-36.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 0.28% | 31.36%-31.1pp | 62.19%-61.9pp | 20.14%-19.9pp |
| Employer contribution / active EE | $3,065 | $2,015+52.1% | $2,850+7.5% | $2,281+34.4% |
| Participant deferral / active EE | $4,142 | $2,587+60.1% | $3,517+17.8% | $3,203+29.3% |
| Admin fee / account holder | $2,403 | $3,206-25.1% | $4,510-46.7% | $4,296-44.1% |