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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 | $76,834-32.2% | $108,359-51.9% | $87,485-40.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 7.12% | 19.09%-12.0pp | 36.89%-29.8pp | 26.06%-18.9pp |
| Employer contribution / active EE | $2,778 | $1,556+78.5% | $2,399+15.8% | $2,596+7.0% |
| Participant deferral / active EE | $1,757 | $3,100-43.3% | $4,137-57.5% | $4,274-58.9% |
| Admin fee / account holder | $5,411 | $6,537-17.2% | $9,741-44.4% | $7,775-30.4% |