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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 | $32,865 | $76,407-57.0% | $150,298-78.1% | $82,448-60.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 5.24% | 39.99%-34.8pp | 62.79%-57.5pp | 41.64%-36.4pp |
| Employer contribution / active EE | $2,589 | $2,614-1.0% | $4,154-37.7% | $2,551+1.5% |
| Participant deferral / active EE | $2,394 | $3,214-25.5% | $5,453-56.1% | $4,139-42.2% |
| Admin fee / account holder | $950 | $6,352-85.0% | $14,116-93.3% | $7,234-86.9% |