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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 | $32,598 | $80,855-59.7% | $153,416-78.8% | $86,983-62.5% |
| Participation rate | 100.0% | 64.1%+35.9pp | 74.3%+25.7pp | 69.5%+30.5pp |
| Annual return | 9.66% | 16.18%-6.5pp | 17.84%-8.2pp | 25.83%-16.2pp |
| Employer contribution / active EE | $2,004 | $2,308-13.2% | $3,764-46.8% | $2,584-22.5% |
| Participant deferral / active EE | $2,440 | $3,333-26.8% | $4,723-48.3% | $4,194-41.8% |
| Admin fee / account holder | $12,689 | $6,908+83.7% | $13,095-3.1% | $7,856+61.5% |