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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 | $46,600 | $48,314-3.5% | $67,561-31.0% | $80,925-42.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 11.04% | 18.28%-7.2pp | 3525.44%-3514.4pp | 35.65%-24.6pp |
| Employer contribution / active EE | $1,724 | $2,022-14.7% | $2,735-37.0% | $2,756-37.4% |
| Participant deferral / active EE | $3,957 | $2,927+35.2% | $4,003-1.1% | $4,299-7.9% |
| Admin fee / account holder | $9,389 | $3,690+154.5% | $4,006+134.4% | $6,940+35.3% |