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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 | $43,990 | $58,493-24.8% | $84,023-47.6% | $72,976-39.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 7.64% | 28.93%-21.3pp | 71.32%-63.7pp | 81.02%-73.4pp |
| Employer contribution / active EE | $2,740 | $1,163+135.6% | $1,984+38.1% | $2,440+12.3% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,632 | $4,569+1.4% | $6,102-24.1% | $5,124-9.6% |