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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 | $21,490 | $75,541-71.6% | $152,093-85.9% | $82,637-74.0% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 7.46% | 32.56%-25.1pp | 66.36%-58.9pp | 53.51%-46.0pp |
| Employer contribution / active EE | $1,677 | $2,622-36.1% | $4,175-59.8% | $2,552-34.3% |
| Participant deferral / active EE | $2,953 | $3,206-7.9% | $5,451-45.8% | $4,126-28.4% |
| Admin fee / account holder | $1,004 | $6,405-84.3% | $14,497-93.1% | $7,339-86.3% |