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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 | $39,498 | $81,358-51.5% | $155,556-74.6% | $80,959-51.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 7.62% | 33.39%-25.8pp | 64.84%-57.2pp | 35.67%-28.0pp |
| Employer contribution / active EE | $3,351 | $3,106+7.9% | $4,675-28.3% | $2,757+21.5% |
| Participant deferral / active EE | $6,638 | $3,455+92.1% | $5,631+17.9% | $4,300+54.4% |
| Admin fee / account holder | $2,337 | $7,994-70.8% | $15,885-85.3% | $6,925-66.3% |