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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 | $36,601 | $86,919-57.9% | $102,457-64.3% | $80,911-54.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 9.46% | 18.90%-9.4pp | 29.41%-19.9pp | 35.63%-26.2pp |
| Employer contribution / active EE | $1,922 | $2,368-18.9% | $3,022-36.4% | $2,756-30.3% |
| Participant deferral / active EE | $3,788 | $4,119-8.0% | $5,054-25.1% | $4,297-11.8% |
| Admin fee / account holder | $15,960 | $8,049+98.3% | $9,451+68.9% | $6,935+130.1% |