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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 | $77,814-50.3% | $158,223-75.6% | $86,983-55.5% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 11.33% | 30.54%-19.2pp | 52.09%-40.8pp | 25.83%-14.5pp |
| Employer contribution / active EE | $4,134 | $2,592+59.5% | $4,109+0.6% | $2,584+60.0% |
| Participant deferral / active EE | $2,370 | $3,270-27.5% | $5,467-56.7% | $4,194-43.5% |
| Admin fee / account holder | $587 | $5,879-90.0% | $16,047-96.3% | $7,856-92.5% |