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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 | $81,276-70.7% | $155,574-84.7% | $80,925-70.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 4.53% | 33.36%-28.8pp | 64.87%-60.3pp | 35.65%-31.1pp |
| Employer contribution / active EE | $2,062 | $3,103-33.6% | $4,676-55.9% | $2,756-25.2% |
| Participant deferral / active EE | $1,460 | $3,453-57.7% | $5,629-74.1% | $4,299-66.0% |
| Admin fee / account holder | $12,991 | $7,993+62.5% | $15,914-18.4% | $6,940+87.2% |