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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 | $23,185 | $76,407-69.7% | $150,298-84.6% | $82,448-71.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.37% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,449 | $2,614-6.3% | $4,154-41.0% | $2,551-4.0% |
| Participant deferral / active EE | $2,026 | $3,214-37.0% | $5,453-62.9% | $4,139-51.1% |
| Admin fee / account holder | $3,638 | $6,352-42.7% | $14,116-74.2% | $7,234-49.7% |