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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 | $138,289 | $123,478+12.0% | $216,567-36.1% | $94,015+47.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 6.80% | 23.61%-16.8pp | 12.94%-6.1pp | 17.84%-11.0pp |
| Employer contribution / active EE | $2,456 | $3,136-21.7% | $5,216-52.9% | $2,790-12.0% |
| Participant deferral / active EE | $5,915 | $4,556+29.8% | $6,191-4.5% | $4,249+39.2% |
| Admin fee / account holder | $7,860 | $12,753-38.4% | $21,981-64.2% | $8,951-12.2% |