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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 | $40,376 | $45,050-10.4% | $63,018-35.9% | $70,126-42.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.97% | 18.76%-7.8pp | 87.62%-76.6pp | 73.15%-62.2pp |
| Employer contribution / active EE | $977 | $2,052-52.4% | $2,761-64.6% | $2,343-58.3% |
| Participant deferral / active EE | $1,670 | $2,466-32.3% | $3,330-49.8% | $3,332-49.9% |
| Admin fee / account holder | $2,029 | $2,834-28.4% | $3,601-43.6% | $4,645-56.3% |