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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 | $49,189 | $48,011+2.5% | $63,803-22.9% | $82,637-40.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 72.7%+27.3pp | 68.1%+31.9pp |
| Annual return | 6.37% | 19.84%-13.5pp | 543.72%-537.3pp | 53.51%-47.1pp |
| Employer contribution / active EE | $1,917 | $1,904+0.7% | $2,532-24.3% | $2,552-24.9% |
| Participant deferral / active EE | $2,453 | $2,846-13.8% | $3,843-36.2% | $4,126-40.5% |
| Admin fee / account holder | $1,680 | $3,873-56.6% | $5,196-67.7% | $7,339-77.1% |