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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 | $68,984 | $124,425-44.6% | $112,040-38.4% | $137,256-49.7% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 7.13% | 24.72%-17.6pp | 24.52%-17.4pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,766 | $3,411-48.2% | $2,954-40.2% | $4,156-57.5% |
| Participant deferral / active EE | $5,174 | $5,718-9.5% | $5,098+1.5% | $6,407-19.2% |
| Admin fee / account holder | $3,346 | $15,207-78.0% | $12,098-72.3% | $12,270-72.7% |