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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 | $47,450 | $53,774-11.8% | $134,162-64.6% | $79,852-40.6% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 9.12% | 19.01%-9.9pp | 36.35%-27.2pp | 31.72%-22.6pp |
| Employer contribution / active EE | $2,537 | $1,322+92.0% | $3,705-31.5% | $2,471+2.7% |
| Participant deferral / active EE | $1,319 | $2,420-45.5% | $3,500-62.3% | $3,740-64.7% |
| Admin fee / account holder | $5,858 | $3,985+47.0% | $6,685-12.4% | $5,306+10.4% |