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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 | $67,366 | $84,236-20.0% | $170,435-60.5% | $70,126-3.9% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.13% | 23.06%-12.9pp | 205.94%-195.8pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,802 | $3,387-46.8% | $5,432-66.8% | $2,343-23.1% |
| Participant deferral / active EE | $3,642 | $3,086+18.0% | $4,939-26.3% | $3,332+9.3% |
| Admin fee / account holder | $7,419 | $5,698+30.2% | $13,881-46.5% | $4,645+59.7% |