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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 | $58,748 | $76,407-23.1% | $150,298-60.9% | $82,448-28.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.74% | 39.99%-29.3pp | 62.79%-52.0pp | 41.64%-30.9pp |
| Employer contribution / active EE | $1,294 | $2,614-50.5% | $4,154-68.8% | $2,551-49.3% |
| Participant deferral / active EE | $1,494 | $3,214-53.5% | $5,453-72.6% | $4,139-63.9% |
| Admin fee / account holder | $7,391 | $6,352+16.4% | $14,116-47.6% | $7,234+2.2% |