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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 | $94,433 | $101,795-7.2% | $165,100-42.8% | $80,959+16.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 9.97% | 16.73%-6.8pp | 70.21%-60.2pp | 35.67%-25.7pp |
| Employer contribution / active EE | $1,852 | $2,954-37.3% | $4,348-57.4% | $2,757-32.8% |
| Participant deferral / active EE | $4,436 | $4,476-0.9% | $6,035-26.5% | $4,300+3.2% |
| Admin fee / account holder | $5,349 | $8,221-34.9% | $12,696-57.9% | $6,925-22.8% |