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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 | $35,361 | $103,393-65.8% | $87,103-59.4% | $152,909-76.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 2.77% | 28.10%-25.3pp | 28.19%-25.4pp | 345.46%-342.7pp |
| Employer contribution / active EE | $2,000 | $3,221-37.9% | $2,521-20.7% | $4,764-58.0% |
| Participant deferral / active EE | $4,951 | $4,778+3.6% | $4,049+22.3% | $5,851-15.4% |
| Admin fee / account holder | $20,132 | $12,195+65.1% | $7,491+168.7% | $11,601+73.5% |