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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 | $52,958 | $76,834-31.1% | $108,359-51.1% | $87,485-39.5% |
| Participation rate | 100.0% | 61.7%+38.3pp | 70.1%+29.9pp | 68.9%+31.1pp |
| Annual return | 9.30% | 19.09%-9.8pp | 36.89%-27.6pp | 26.06%-16.8pp |
| Employer contribution / active EE | $2,889 | $1,556+85.7% | $2,399+20.4% | $2,596+11.3% |
| Participant deferral / active EE | $3,630 | $3,100+17.1% | $4,137-12.3% | $4,274-15.1% |
| Admin fee / account holder | $2,721 | $6,537-58.4% | $9,741-72.1% | $7,775-65.0% |