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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 | $41,075 | $76,407-46.2% | $150,298-72.7% | $82,448-50.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 12.40% | 39.99%-27.6pp | 62.79%-50.4pp | 41.64%-29.2pp |
| Employer contribution / active EE | $1,493 | $2,614-42.9% | $4,154-64.1% | $2,551-41.5% |
| Participant deferral / active EE | $1,922 | $3,214-40.2% | $5,453-64.8% | $4,139-53.6% |
| Admin fee / account holder | $3,420 | $6,352-46.2% | $14,116-75.8% | $7,234-52.7% |