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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 | $36,187 | $62,672-42.3% | $185,117-80.5% | $70,126-48.4% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 4.68% | 40.79%-36.1pp | 40.50%-35.8pp | 73.15%-68.5pp |
| Employer contribution / active EE | $2,672 | $1,753+52.4% | $4,182-36.1% | $2,343+14.1% |
| Participant deferral / active EE | $2,213 | $3,272-32.4% | $5,045-56.1% | $3,332-33.6% |
| Admin fee / account holder | $3,340 | $3,932-15.0% | $8,159-59.1% | $4,645-28.1% |