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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 | $35,767 | $106,864-66.5% | $147,318-75.7% | $82,637-56.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 4.32% | 27.49%-23.2pp | 70.43%-66.1pp | 53.51%-49.2pp |
| Employer contribution / active EE | $889 | $3,417-74.0% | $4,593-80.6% | $2,552-65.2% |
| Participant deferral / active EE | $3,353 | $6,496-48.4% | $7,906-57.6% | $4,126-18.7% |
| Admin fee / account holder | $2,160 | $8,415-74.3% | $13,708-84.2% | $7,339-70.6% |