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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 | $42,263 | $54,541-22.5% | $78,778-46.4% | $70,126-39.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.66% | 21.07%-9.4pp | 35.62%-24.0pp | 73.15%-61.5pp |
| Employer contribution / active EE | $1,499 | $1,089+37.8% | $1,986-24.5% | $2,343-36.0% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,259 | $3,709-66.0% | $5,134-75.5% | $4,645-72.9% |