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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 | $73,787-28.2% | $98,716-46.4% | $82,448-35.8% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 9.30% | 18.57%-9.3pp | 31.81%-22.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $2,889 | $1,511+91.2% | $2,279+26.8% | $2,551+13.3% |
| Participant deferral / active EE | $3,630 | $3,081+17.8% | $4,048-10.3% | $4,139-12.3% |
| Admin fee / account holder | $2,721 | $6,500-58.1% | $8,703-68.7% | $7,234-62.4% |