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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 | $44,954 | $110,278-59.2% | $95,740-53.0% | $139,466-67.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 3.85% | 27.19%-23.3pp | 28.41%-24.6pp | 373.66%-369.8pp |
| Employer contribution / active EE | $2,581 | $3,260-20.8% | $2,836-9.0% | $4,754-45.7% |
| Participant deferral / active EE | $14,179 | $4,674+203.3% | $4,244+234.1% | $6,712+111.3% |
| Admin fee / account holder | $1,011 | $6,613-84.7% | $5,676-82.2% | $11,409-91.1% |