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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 | $56,207 | $36,948+52.1% | $73,658-23.7% | $87,485-35.8% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 12.60% | 28.64%-16.0pp | 29.72%-17.1pp | 26.06%-13.5pp |
| Employer contribution / active EE | $1,083 | $670+61.7% | $1,032+4.9% | $2,596-58.3% |
| Participant deferral / active EE | $3,828 | $1,379+177.6% | $2,062+85.7% | $4,274-10.4% |
| Admin fee / account holder | $832 | $2,531-67.1% | $3,357-75.2% | $7,775-89.3% |