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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 | $86,230 | $64,517+33.7% | $81,438+5.9% | $80,874+6.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 9.03% | 16.35%-7.3pp | 24.74%-15.7pp | 35.62%-26.6pp |
| Employer contribution / active EE | $2,943 | $1,982+48.5% | $2,460+19.6% | $2,756+6.8% |
| Participant deferral / active EE | $6,663 | $3,096+115.2% | $3,883+71.6% | $4,297+55.1% |
| Admin fee / account holder | $2,375 | $5,677-58.2% | $5,764-58.8% | $6,935-65.8% |