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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 | $69,457 | $78,197-11.2% | $98,090-29.2% | $82,637-15.9% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 11.66% | 40.25%-28.6pp | 37.05%-25.4pp | 53.51%-41.8pp |
| Employer contribution / active EE | $6,243 | $2,605+139.7% | $3,606+73.1% | $2,552+144.6% |
| Participant deferral / active EE | $4,798 | $6,636-27.7% | $7,845-38.8% | $4,126+16.3% |
| Admin fee / account holder | $9,799 | $14,832-33.9% | $11,815-17.1% | $7,339+33.5% |