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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 | $42,934 | $54,541-21.3% | $78,778-45.5% | $70,126-38.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 11.99% | 21.07%-9.1pp | 35.62%-23.6pp | 73.15%-61.2pp |
| Employer contribution / active EE | $1,597 | $1,089+46.7% | $1,986-19.6% | $2,343-31.8% |
| Participant deferral / active EE | $1,290 | $2,210-41.6% | $2,958-56.4% | $3,332-61.3% |
| Admin fee / account holder | $8,851 | $3,709+138.7% | $5,134+72.4% | $4,645+90.5% |