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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 | $40,714 | $64,920-37.3% | $103,693-60.7% | $86,983-53.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 6.57% | 30.29%-23.7pp | 47.61%-41.0pp | 25.83%-19.3pp |
| Employer contribution / active EE | $1,826 | $2,141-14.7% | $2,920-37.5% | $2,584-29.4% |
| Participant deferral / active EE | $1,834 | $3,241-43.4% | $4,579-60.0% | $4,194-56.3% |
| Admin fee / account holder | $10,616 | $6,191+71.5% | $7,858+35.1% | $7,856+35.1% |