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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 | $44,456 | $107,421-58.6% | $182,262-75.6% | $94,015-52.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 9.72% | 21.32%-11.6pp | 140.60%-130.9pp | 17.84%-8.1pp |
| Employer contribution / active EE | $2,010 | $3,448-41.7% | $5,046-60.2% | $2,790-28.0% |
| Participant deferral / active EE | $4,311 | $6,558-34.3% | $8,276-47.9% | $4,249+1.4% |
| Admin fee / account holder | $4,531 | $8,692-47.9% | $16,712-72.9% | $8,951-49.4% |