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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 | $47,802 | $84,233-43.2% | $170,436-72.0% | $70,131-31.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 11.81% | 23.06%-11.3pp | 205.94%-194.1pp | 73.14%-61.3pp |
| Employer contribution / active EE | $2,816 | $3,387-16.9% | $5,433-48.2% | $2,342+20.2% |
| Participant deferral / active EE | $2,816 | $3,086-8.7% | $4,939-43.0% | $3,332-15.5% |
| Admin fee / account holder | $3,563 | $5,698-37.5% | $13,880-74.3% | $4,645-23.3% |