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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 | $87,654 | $54,541+60.7% | $78,778+11.3% | $70,126+25.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 3.84% | 21.07%-17.2pp | 35.62%-31.8pp | 73.15%-69.3pp |
| Employer contribution / active EE | $1,951 | $1,089+79.3% | $1,986-1.7% | $2,343-16.7% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $3,043 | $3,709-17.9% | $5,134-40.7% | $4,645-34.5% |