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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 | $81,276-36.9% | $155,574-67.0% | $80,925-36.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.28% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $2,949 | $3,103-5.0% | $4,676-36.9% | $2,756+7.0% |
| Participant deferral / active EE | $3,315 | $3,453-4.0% | $5,629-41.1% | $4,299-22.9% |
| Admin fee / account holder | $462 | $7,993-94.2% | $15,914-97.1% | $6,940-93.3% |