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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 | $37,114 | $83,485-55.5% | $125,195-70.4% | $72,976-49.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 8.91% | 25.77%-16.9pp | 43.79%-34.9pp | 81.02%-72.1pp |
| Employer contribution / active EE | $2,203 | $2,346-6.1% | $3,866-43.0% | $2,440-9.7% |
| Participant deferral / active EE | $2,187 | $3,586-39.0% | $4,937-55.7% | $3,608-39.4% |
| Admin fee / account holder | $7,297 | $5,518+32.2% | $9,704-24.8% | $5,124+42.4% |