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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 | $62,450 | $101,798-38.7% | $165,071-62.2% | $80,935-22.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.44% | 16.73%-6.3pp | 70.17%-59.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $5,205 | $2,954+76.2% | $4,347+19.7% | $2,757+88.8% |
| Participant deferral / active EE | $5,175 | $4,476+15.6% | $6,035-14.2% | $4,299+20.4% |
| Admin fee / account holder | $1,441 | $8,221-82.5% | $12,695-88.7% | $6,924-79.2% |