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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 | $38,678 | $76,407-49.4% | $150,298-74.3% | $82,448-53.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.33% | 39.99%-28.7pp | 62.79%-51.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $4,134 | $2,614+58.2% | $4,154-0.5% | $2,551+62.1% |
| Participant deferral / active EE | $2,370 | $3,214-26.3% | $5,453-56.5% | $4,139-42.8% |
| Admin fee / account holder | $587 | $6,352-90.8% | $14,116-95.8% | $7,234-91.9% |