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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 | $44,351 | $67,411-34.2% | $91,004-51.3% | $70,126-36.8% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 9.67% | -40.16%+49.8pp | 4.60%+5.1pp | 73.15%-63.5pp |
| Employer contribution / active EE | $1,034 | $1,786-42.1% | $2,456-57.9% | $2,343-55.8% |
| Participant deferral / active EE | $2,431 | $2,823-13.9% | $3,548-31.5% | $3,332-27.0% |
| Admin fee / account holder | $4,918 | $4,236+16.1% | $5,417-9.2% | $4,645+5.9% |