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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 | $58,370 | $77,901-25.1% | $149,717-61.0% | $75,181-22.4% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 12.92% | 31.73%-18.8pp | 134.41%-121.5pp | 160.69%-147.8pp |
| Employer contribution / active EE | $2,486 | $3,137-20.7% | $4,820-48.4% | $2,671-6.9% |
| Participant deferral / active EE | $2,486 | $3,411-27.1% | $5,682-56.2% | $4,126-39.7% |
| Admin fee / account holder | $4,152 | $5,949-30.2% | $13,213-68.6% | $5,650-26.5% |