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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 | $71,353-2.7% | $92,805-25.2% | $86,983-20.1% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 11.66% | 44.68%-33.0pp | 31.59%-19.9pp | 25.83%-14.2pp |
| Employer contribution / active EE | $6,243 | $2,468+152.9% | $3,424+82.3% | $2,584+141.5% |
| Participant deferral / active EE | $4,798 | $6,966-31.1% | $8,448-43.2% | $4,194+14.4% |
| Admin fee / account holder | $9,799 | $6,099+60.7% | $10,911-10.2% | $7,856+24.7% |