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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 | $63,809+35.1% | $81,353+6.0% | $80,935+6.5% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 9.03% | 16.37%-7.3pp | 24.82%-15.8pp | 35.66%-26.6pp |
| Employer contribution / active EE | $2,943 | $1,981+48.6% | $2,464+19.5% | $2,757+6.8% |
| Participant deferral / active EE | $6,663 | $3,093+115.4% | $3,885+71.5% | $4,299+55.0% |
| Admin fee / account holder | $2,375 | $5,686-58.2% | $5,766-58.8% | $6,924-65.7% |