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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 | $68,710 | $57,065+20.4% | $75,670-9.2% | $70,131-2.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 10.54% | 23.57%-13.0pp | 27.34%-16.8pp | 73.14%-62.6pp |
| Employer contribution / active EE | $1,123 | $1,817-38.2% | $2,352-52.3% | $2,342-52.1% |
| Participant deferral / active EE | $1,839 | $2,580-28.7% | $3,142-41.5% | $3,332-44.8% |
| Admin fee / account holder | $1,099 | $3,825-71.3% | $5,800-81.0% | $4,645-76.3% |