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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 | $95,339 | $81,504+17.0% | $102,437-6.9% | $80,959+17.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 6.44% | 25.60%-19.2pp | 24.95%-18.5pp | 35.67%-29.2pp |
| Employer contribution / active EE | $2,385 | $3,104-23.1% | $3,871-38.4% | $2,757-13.5% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $12,602 | $6,719+87.5% | $8,388+50.2% | $6,925+82.0% |