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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 | $11,766 | $87,166-86.5% | $76,735-84.7% | $137,256-91.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 4.40% | 26.50%-22.1pp | 29.77%-25.4pp | 220.34%-215.9pp |
| Employer contribution / active EE | $1,261 | $2,904-56.6% | $2,454-48.6% | $4,156-69.6% |
| Participant deferral / active EE | $7,788 | $4,726+64.8% | $4,088+90.5% | $6,407+21.6% |
| Admin fee / account holder | $46,920 | $8,403+458.4% | $7,189+552.6% | $12,270+282.4% |