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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 | $26,659 | $81,233-67.2% | $155,567-82.9% | $80,874-67.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 7.11% | 33.33%-26.2pp | 64.74%-57.6pp | 35.62%-28.5pp |
| Employer contribution / active EE | $2,439 | $3,101-21.3% | $4,674-47.8% | $2,756-11.5% |
| Participant deferral / active EE | $1,102 | $3,452-68.1% | $5,628-80.4% | $4,297-74.4% |
| Admin fee / account holder | $24,075 | $7,998+201.0% | $15,916+51.3% | $6,935+247.1% |