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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 | $48,354 | $77,638-37.7% | $156,551-69.1% | $62,881-23.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.22% | 50.33%-46.1pp | 32.23%-28.0pp | 20.14%-15.9pp |
| Employer contribution / active EE | $1,908 | $3,444-44.6% | $5,501-65.3% | $2,281-16.4% |
| Participant deferral / active EE | $3,077 | $3,046+1.0% | $4,871-36.8% | $3,203-3.9% |
| Admin fee / account holder | $393 | $5,561-92.9% | $13,028-97.0% | $4,296-90.8% |