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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 | $106,524-39.2% | $152,301-57.5% | $87,485-26.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.33% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $3,168 | $3,371-6.0% | $4,624-31.5% | $2,596+22.0% |
| Participant deferral / active EE | $4,493 | $6,525-31.1% | $8,004-43.9% | $4,274+5.1% |
| Admin fee / account holder | $4,552 | $8,287-45.1% | $14,398-68.4% | $7,775-41.5% |