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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 | $79,282 | $109,620-27.7% | $148,496-46.6% | $94,015-15.7% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 8.62% | 17.54%-8.9pp | 12.33%-3.7pp | 17.84%-9.2pp |
| Employer contribution / active EE | $4,745 | $2,618+81.3% | $3,497+35.7% | $2,790+70.1% |
| Participant deferral / active EE | $2,262 | $3,831-41.0% | $4,808-53.0% | $4,249-46.8% |
| Admin fee / account holder | $857 | $10,050-91.5% | $19,547-95.6% | $8,951-90.4% |