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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 | $89,698 | $79,894+12.3% | $135,792-33.9% | $82,637+8.5% |
| Participation rate | 100.0% | 63.0%+37.0pp | 72.6%+27.4pp | 68.1%+31.9pp |
| Annual return | 10.41% | 17.20%-6.8pp | 25.96%-15.5pp | 53.51%-43.1pp |
| Employer contribution / active EE | $3,237 | $2,165+49.5% | $3,496-7.4% | $2,552+26.8% |
| Participant deferral / active EE | $2,279 | $3,194-28.6% | $4,759-52.1% | $4,126-44.8% |
| Admin fee / account holder | $32,022 | $6,434+397.7% | $12,266+161.1% | $7,339+336.3% |