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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 | $55,668 | $64,359-13.5% | $90,161-38.3% | $70,124-20.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 7.71% | 28.13%-20.4pp | 34.89%-27.2pp | 73.14%-65.4pp |
| Employer contribution / active EE | $1,604 | $2,046-21.6% | $3,318-51.7% | $2,342-31.5% |
| Participant deferral / active EE | $3,795 | $4,389-13.5% | $5,287-28.2% | $3,332+13.9% |
| Admin fee / account holder | $9,128 | $3,945+131.4% | $5,943+53.6% | $4,645+96.5% |