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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 | $72,636 | $58,627+23.9% | $76,735-5.3% | $82,448-11.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 11.58% | 39.10%-27.5pp | 29.77%-18.2pp | 41.64%-30.1pp |
| Employer contribution / active EE | $3,609 | $1,729+108.7% | $2,454+47.1% | $2,551+41.5% |
| Participant deferral / active EE | $0 | $3,134-100.0% | $4,088-100.0% | $4,139-100.0% |
| Admin fee / account holder | $3,431 | $5,323-35.5% | $7,189-52.3% | $7,234-52.6% |