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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 | $73,086 | $101,778-28.2% | $164,975-55.7% | $80,925-9.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 8.57% | 16.73%-8.2pp | 70.12%-61.6pp | 35.65%-27.1pp |
| Employer contribution / active EE | $1,320 | $2,954-55.3% | $4,343-69.6% | $2,756-52.1% |
| Participant deferral / active EE | $3,158 | $4,477-29.5% | $6,033-47.7% | $4,299-26.5% |
| Admin fee / account holder | $2,548 | $8,221-69.0% | $12,688-79.9% | $6,940-63.3% |