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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 | $22,748 | $91,179-75.1% | $178,499-87.3% | $79,852-71.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 9.10% | 24.19%-15.1pp | 151.10%-142.0pp | 31.72%-22.6pp |
| Employer contribution / active EE | $2,870 | $3,256-11.8% | $5,011-42.7% | $2,471+16.1% |
| Participant deferral / active EE | $3,377 | $3,236+4.4% | $5,202-35.1% | $3,740-9.7% |
| Admin fee / account holder | $1,429 | $6,749-78.8% | $13,986-89.8% | $5,306-73.1% |