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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 | $61,557 | $83,485-26.3% | $125,195-50.8% | $72,976-15.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 15.57% | 25.77%-10.2pp | 43.79%-28.2pp | 81.02%-65.5pp |
| Employer contribution / active EE | $2,107 | $2,346-10.2% | $3,866-45.5% | $2,440-13.7% |
| Participant deferral / active EE | $2,253 | $3,586-37.2% | $4,937-54.4% | $3,608-37.5% |
| Admin fee / account holder | $2,485 | $5,518-55.0% | $9,704-74.4% | $5,124-51.5% |