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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 | $64,485 | $46,877+37.6% | $122,354-47.3% | $70,126-8.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 10.86% | 24.22%-13.4pp | 30.28%-19.4pp | 73.15%-62.3pp |
| Employer contribution / active EE | $2,845 | $1,288+120.8% | $4,051-29.8% | $2,343+21.4% |
| Participant deferral / active EE | $1,301 | $2,167-40.0% | $3,287-60.4% | $3,332-60.9% |
| Admin fee / account holder | $593 | $3,324-82.2% | $5,479-89.2% | $4,645-87.2% |