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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 | $52,145 | $91,559-43.0% | $133,978-61.1% | $79,856-34.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 3.94% | 61.85%-57.9pp | 45.10%-41.2pp | 31.71%-27.8pp |
| Employer contribution / active EE | $2,252 | $2,384-5.5% | $3,919-42.5% | $2,471-8.9% |
| Participant deferral / active EE | $3,988 | $3,734+6.8% | $5,047-21.0% | $3,741+6.6% |
| Admin fee / account holder | $3,641 | $6,321-42.4% | $8,930-59.2% | $5,306-31.4% |