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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 | $87,000 | $56,544+53.9% | $75,501+15.2% | $70,126+24.1% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 9.72% | 23.59%-13.9pp | 27.35%-17.6pp | 73.15%-63.4pp |
| Employer contribution / active EE | $1,304 | $1,817-28.2% | $2,352-44.6% | $2,343-44.3% |
| Participant deferral / active EE | $3,303 | $2,580+28.0% | $3,142+5.1% | $3,332-0.9% |
| Admin fee / account holder | $8,341 | $3,827+118.0% | $5,801+43.8% | $4,645+79.6% |