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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 | $64,779 | $106,749-39.3% | $145,433-55.5% | $82,448-21.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.33% | 27.59%-14.3pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,168 | $3,444-8.0% | $4,554-30.4% | $2,551+24.2% |
| Participant deferral / active EE | $4,493 | $6,519-31.1% | $7,897-43.1% | $4,139+8.5% |
| Admin fee / account holder | $4,552 | $8,390-45.7% | $13,129-65.3% | $7,234-37.1% |