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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 | $69,928 | $59,440+17.6% | $78,004-10.4% | $82,637-15.4% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 11.53% | 40.24%-28.7pp | 31.07%-19.5pp | 53.51%-42.0pp |
| Employer contribution / active EE | $2,311 | $1,750+32.0% | $2,469-6.4% | $2,552-9.4% |
| Participant deferral / active EE | $4,658 | $3,138+48.4% | $4,092+13.8% | $4,126+12.9% |
| Admin fee / account holder | $3,601 | $5,504-34.6% | $7,578-52.5% | $7,339-50.9% |