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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 | $97,311 | $45,087+115.8% | $69,483+40.0% | $72,976+33.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.01% | 22.67%-17.7pp | 28.99%-24.0pp | 81.02%-76.0pp |
| Employer contribution / active EE | $2,630 | $2,055+27.9% | $2,780-5.4% | $2,440+7.8% |
| Participant deferral / active EE | $3,358 | $2,603+29.0% | $3,537-5.0% | $3,608-6.9% |
| Admin fee / account holder | $9,717 | $3,057+217.9% | $3,841+153.0% | $5,124+89.6% |