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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 | $30,148 | $58,493-48.5% | $84,021-64.1% | $72,975-58.7% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 11.93% | 28.93%-17.0pp | 71.32%-59.4pp | 81.01%-69.1pp |
| Employer contribution / active EE | $2,459 | $1,163+111.4% | $1,984+24.0% | $2,440+0.8% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,015 | $4,569-77.8% | $6,102-83.4% | $5,124-80.2% |