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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 | $58,735 | $108,825-46.0% | $156,181-62.4% | $82,448-28.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 10.12% | 20.59%-10.5pp | 64.87%-54.7pp | 41.64%-31.5pp |
| Employer contribution / active EE | $2,954 | $2,870+2.9% | $4,294-31.2% | $2,551+15.8% |
| Participant deferral / active EE | $3,666 | $4,577-19.9% | $6,132-40.2% | $4,139-11.4% |
| Admin fee / account holder | $334 | $9,341-96.4% | $14,586-97.7% | $7,234-95.4% |