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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 | $33,591 | $106,749-68.5% | $145,433-76.9% | $82,448-59.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.74% | 27.59%-14.8pp | 66.58%-53.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $982 | $3,444-71.5% | $4,554-78.4% | $2,551-61.5% |
| Participant deferral / active EE | $2,754 | $6,519-57.7% | $7,897-65.1% | $4,139-33.5% |
| Admin fee / account holder | $1,467 | $8,390-82.5% | $13,129-88.8% | $7,234-79.7% |