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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 | $57,288 | $87,106-34.2% | $105,607-45.8% | $80,935-29.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 10.04% | 17.01%-7.0pp | 116.11%-106.1pp | 35.66%-25.6pp |
| Employer contribution / active EE | $849 | $2,396-64.6% | $3,167-73.2% | $2,757-69.2% |
| Participant deferral / active EE | $4,243 | $3,986+6.4% | $5,011-15.3% | $4,299-1.3% |
| Admin fee / account holder | $1,276 | $8,447-84.9% | $10,958-88.4% | $6,924-81.6% |