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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 | $115,687 | $138,393-16.4% | $184,256-37.2% | $80,959+42.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.96% | 20.01%-10.0pp | 28.85%-18.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $3,586 | $4,847-26.0% | $6,427-44.2% | $2,757+30.1% |
| Participant deferral / active EE | $3,974 | $7,076-43.8% | $9,133-56.5% | $4,300-7.6% |
| Admin fee / account holder | $2,586 | $10,489-75.3% | $13,899-81.4% | $6,925-62.7% |