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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 | $51,457 | $81,233-36.7% | $155,567-66.9% | $80,874-36.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 9.54% | 33.33%-23.8pp | 64.74%-55.2pp | 35.62%-26.1pp |
| Employer contribution / active EE | $2,094 | $3,101-32.5% | $4,674-55.2% | $2,756-24.0% |
| Participant deferral / active EE | $5,196 | $3,452+50.5% | $5,628-7.7% | $4,297+20.9% |
| Admin fee / account holder | $51,338 | $7,998+541.9% | $15,916+222.5% | $6,935+640.2% |