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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 | $44,971 | $53,128-15.4% | $86,582-48.1% | $70,126-35.9% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 7.75% | 27.66%-19.9pp | 965.08%-957.3pp | 73.15%-65.4pp |
| Employer contribution / active EE | $1,825 | $2,068-11.7% | $2,839-35.7% | $2,343-22.1% |
| Participant deferral / active EE | $2,710 | $2,695+0.5% | $3,609-24.9% | $3,332-18.7% |
| Admin fee / account holder | $1,724 | $3,584-51.9% | $4,904-64.8% | $4,645-62.9% |