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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 | $69,667 | $71,215-2.2% | $93,696-25.6% | $80,935-13.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 7.42% | 11.27%-3.9pp | 133.74%-126.3pp | 35.66%-28.2pp |
| Employer contribution / active EE | $1,205 | $1,565-23.0% | $2,422-50.3% | $2,757-56.3% |
| Participant deferral / active EE | $1,594 | $4,037-60.5% | $4,417-63.9% | $4,299-62.9% |
| Admin fee / account holder | $3,159 | $6,958-54.6% | $8,287-61.9% | $6,924-54.4% |