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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 | $78,730 | $86,940-9.4% | $102,434-23.1% | $80,935-2.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.75% | 18.89%-11.1pp | 29.46%-21.7pp | 35.66%-27.9pp |
| Employer contribution / active EE | $2,532 | $2,370+6.8% | $3,023-16.3% | $2,757-8.2% |
| Participant deferral / active EE | $3,254 | $4,121-21.0% | $5,055-35.6% | $4,299-24.3% |
| Admin fee / account holder | $21,473 | $8,047+166.8% | $9,462+126.9% | $6,924+210.1% |