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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 | $47,958 | $81,358-41.1% | $155,556-69.2% | $80,959-40.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.44% | 33.39%-23.9pp | 64.84%-55.4pp | 35.67%-26.2pp |
| Employer contribution / active EE | $1,492 | $3,106-52.0% | $4,675-68.1% | $2,757-45.9% |
| Participant deferral / active EE | $3,007 | $3,455-13.0% | $5,631-46.6% | $4,300-30.1% |
| Admin fee / account holder | $16,726 | $7,994+109.2% | $15,885+5.3% | $6,925+141.5% |