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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 | $21,236 | $77,908-72.7% | $149,696-85.8% | $75,173-71.8% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 8.38% | 31.73%-23.4pp | 134.46%-126.1pp | 160.72%-152.3pp |
| Employer contribution / active EE | $1,132 | $3,138-63.9% | $4,821-76.5% | $2,671-57.6% |
| Participant deferral / active EE | $1,191 | $3,411-65.1% | $5,682-79.0% | $4,126-71.1% |
| Admin fee / account holder | $8,014 | $5,950+34.7% | $13,212-39.3% | $5,651+41.8% |