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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 | $64,554 | $84,236-23.4% | $170,435-62.1% | $70,126-7.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.52% | 23.06%-12.5pp | 205.94%-195.4pp | 73.15%-62.6pp |
| Employer contribution / active EE | $1,839 | $3,387-45.7% | $5,432-66.1% | $2,343-21.5% |
| Participant deferral / active EE | $4,428 | $3,086+43.5% | $4,939-10.4% | $3,332+32.9% |
| Admin fee / account holder | $1,330 | $5,698-76.7% | $13,881-90.4% | $4,645-71.4% |