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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 | $52,094 | $83,898-37.9% | $133,346-60.9% | $94,015-44.6% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 7.12% | 16.00%-8.9pp | 36.85%-29.7pp | 17.84%-10.7pp |
| Employer contribution / active EE | $2,778 | $1,821+52.6% | $2,853-2.7% | $2,790-0.4% |
| Participant deferral / active EE | $1,757 | $3,245-45.9% | $4,332-59.5% | $4,249-58.7% |
| Admin fee / account holder | $5,411 | $7,809-30.7% | $14,264-62.1% | $8,951-39.5% |