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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 | $37,819 | $91,198-58.5% | $178,503-78.8% | $79,856-52.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.98% | 24.20%-14.2pp | 151.12%-141.1pp | 31.71%-21.7pp |
| Employer contribution / active EE | $2,851 | $3,257-12.4% | $5,011-43.1% | $2,471+15.4% |
| Participant deferral / active EE | $5,671 | $3,237+75.2% | $5,202+9.0% | $3,741+51.6% |
| Admin fee / account holder | $6,671 | $6,748-1.1% | $13,987-52.3% | $5,306+25.7% |