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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 | $37,982 | $53,774-29.4% | $134,162-71.7% | $79,856-52.4% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 8.04% | 19.01%-11.0pp | 36.35%-28.3pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,214 | $1,322-8.1% | $3,705-67.2% | $2,471-50.9% |
| Participant deferral / active EE | $1,214 | $2,420-49.8% | $3,500-65.3% | $3,741-67.5% |
| Admin fee / account holder | $413 | $3,985-89.6% | $6,685-93.8% | $5,306-92.2% |