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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 | $23,849 | $81,358-70.7% | $155,556-84.7% | $80,959-70.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 4.53% | 33.39%-28.9pp | 64.84%-60.3pp | 35.67%-31.1pp |
| Employer contribution / active EE | $2,062 | $3,106-33.6% | $4,675-55.9% | $2,757-25.2% |
| Participant deferral / active EE | $1,460 | $3,455-57.7% | $5,631-74.1% | $4,300-66.0% |
| Admin fee / account holder | $12,991 | $7,994+62.5% | $15,885-18.2% | $6,925+87.6% |