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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 | $86,050-61.8% | $189,758-82.7% | $94,015-65.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 5.24% | 17.77%-12.5pp | 52.62%-47.4pp | 17.84%-12.6pp |
| Employer contribution / active EE | $2,589 | $2,819-8.2% | $4,767-45.7% | $2,790-7.2% |
| Participant deferral / active EE | $2,394 | $3,349-28.5% | $5,856-59.1% | $4,249-43.7% |
| Admin fee / account holder | $950 | $6,627-85.7% | $20,388-95.3% | $8,951-89.4% |