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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 | $40,451 | $62,672-35.5% | $185,117-78.1% | $70,126-42.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 9.29% | 40.79%-31.5pp | 40.50%-31.2pp | 73.15%-63.9pp |
| Employer contribution / active EE | $1,357 | $1,753-22.6% | $4,182-67.5% | $2,343-42.1% |
| Participant deferral / active EE | $1,565 | $3,272-52.2% | $5,045-69.0% | $3,332-53.0% |
| Admin fee / account holder | $1,412 | $3,932-64.1% | $8,159-82.7% | $4,645-69.6% |