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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 | $85,338 | $81,403+4.8% | $147,027-42.0% | $87,485-2.5% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 2.13% | 16.51%-14.4pp | 20.23%-18.1pp | 26.06%-23.9pp |
| Employer contribution / active EE | $3,832 | $2,205+73.7% | $3,626+5.7% | $2,596+47.6% |
| Participant deferral / active EE | $10,019 | $3,315+202.2% | $4,933+103.1% | $4,274+134.4% |
| Admin fee / account holder | $956 | $6,755-85.9% | $12,223-92.2% | $7,775-87.7% |