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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 | $52,973 | $77,638-31.8% | $156,551-66.2% | $62,881-15.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 4.06% | 50.33%-46.3pp | 32.23%-28.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $1,898 | $3,444-44.9% | $5,501-65.5% | $2,281-16.8% |
| Participant deferral / active EE | $4,605 | $3,046+51.2% | $4,871-5.5% | $3,203+43.8% |
| Admin fee / account holder | $16,371 | $5,561+194.4% | $13,028+25.7% | $4,296+281.1% |