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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 | $34,229 | $81,262-57.9% | $155,602-78.0% | $80,911-57.7% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 8.24% | 33.34%-25.1pp | 64.81%-56.6pp | 35.63%-27.4pp |
| Employer contribution / active EE | $5,552 | $3,102+79.0% | $4,675+18.7% | $2,756+101.4% |
| Participant deferral / active EE | $1,968 | $3,451-43.0% | $5,629-65.0% | $4,297-54.2% |
| Admin fee / account holder | $1,530 | $7,992-80.9% | $15,923-90.4% | $6,935-77.9% |