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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 | $23,345 | $87,166-73.2% | $76,735-69.6% | $137,256-83.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 8.65% | 26.50%-17.8pp | 29.77%-21.1pp | 220.34%-211.7pp |
| Employer contribution / active EE | $2,779 | $2,904-4.3% | $2,454+13.2% | $4,156-33.1% |
| Participant deferral / active EE | $3,975 | $4,726-15.9% | $4,088-2.8% | $6,407-38.0% |
| Admin fee / account holder | $18,156 | $8,403+116.1% | $7,189+152.5% | $12,270+48.0% |