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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 | $80,266 | $77,896+3.0% | $134,172-40.2% | $82,448-2.6% |
| Participation rate | 100.0% | 62.8%+37.2pp | 72.5%+27.5pp | 68.1%+31.9pp |
| Annual return | 7.06% | 18.21%-11.2pp | 25.30%-18.2pp | 41.64%-34.6pp |
| Employer contribution / active EE | $1,994 | $2,159-7.6% | $3,420-41.7% | $2,551-21.8% |
| Participant deferral / active EE | $2,696 | $3,162-14.7% | $4,690-42.5% | $4,139-34.9% |
| Admin fee / account holder | $738 | $6,336-88.4% | $12,016-93.9% | $7,234-89.8% |