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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 | $70,414 | $81,358-13.5% | $155,556-54.7% | $80,959-13.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.23% | 33.39%-24.2pp | 64.84%-55.6pp | 35.67%-26.4pp |
| Employer contribution / active EE | $2,946 | $3,106-5.2% | $4,675-37.0% | $2,757+6.9% |
| Participant deferral / active EE | $5,742 | $3,455+66.2% | $5,631+2.0% | $4,300+33.5% |
| Admin fee / account holder | $22,150 | $7,994+177.1% | $15,885+39.4% | $6,925+219.8% |