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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 | $78,690-47.8% | $161,489-74.6% | $87,485-53.0% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 12.40% | 32.74%-20.3pp | 89.72%-77.3pp | 26.06%-13.7pp |
| Employer contribution / active EE | $1,493 | $2,588-42.3% | $4,268-65.0% | $2,596-42.5% |
| Participant deferral / active EE | $1,922 | $3,311-42.0% | $5,630-65.9% | $4,274-55.0% |
| Admin fee / account holder | $3,420 | $6,724-49.1% | $16,006-78.6% | $7,775-56.0% |