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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 | $51,272 | $81,331-37.0% | $155,534-67.0% | $80,935-36.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.28% | 33.37%-24.1pp | 64.92%-55.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $2,949 | $3,105-5.0% | $4,675-36.9% | $2,757+7.0% |
| Participant deferral / active EE | $3,315 | $3,454-4.0% | $5,630-41.1% | $4,299-22.9% |
| Admin fee / account holder | $462 | $7,999-94.2% | $15,900-97.1% | $6,924-93.3% |