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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 | $66,591 | $93,598-28.9% | $135,974-51.0% | $75,173-11.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.05% | 30.89%-16.8pp | 68.30%-54.3pp | 160.72%-146.7pp |
| Employer contribution / active EE | $2,694 | $3,538-23.9% | $4,859-44.6% | $2,671+0.9% |
| Participant deferral / active EE | $3,330 | $6,405-48.0% | $7,760-57.1% | $4,126-19.3% |
| Admin fee / account holder | $1,854 | $6,978-73.4% | $10,767-82.8% | $5,651-67.2% |