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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 | $51,346 | $50,554+1.6% | $67,681-24.1% | $87,485-41.3% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 7.92% | 17.81%-9.9pp | 590.58%-582.7pp | 26.06%-18.1pp |
| Employer contribution / active EE | $1,046 | $1,988-47.4% | $2,678-60.9% | $2,596-59.7% |
| Participant deferral / active EE | $4,199 | $2,961+41.8% | $3,976+5.6% | $4,274-1.8% |
| Admin fee / account holder | $1,657 | $4,132-59.9% | $6,100-72.8% | $7,775-78.7% |