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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 | $25,713 | $65,034-60.5% | $90,970-71.7% | $79,856-67.8% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 9.73% | 30.45%-20.7pp | 134.60%-124.9pp | 31.71%-22.0pp |
| Employer contribution / active EE | $3,026 | $1,247+142.6% | $2,122+42.6% | $2,471+22.5% |
| Participant deferral / active EE | $1,544 | $2,512-38.5% | $3,373-54.2% | $3,741-58.7% |
| Admin fee / account holder | $2,560 | $4,536-43.6% | $5,961-57.1% | $5,306-51.8% |