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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 | $71,838 | $71,230+0.9% | $93,727-23.4% | $80,959-11.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.83%-123.9pp | 35.67%-25.7pp |
| Employer contribution / active EE | $2,330 | $1,565+48.9% | $2,421-3.8% | $2,757-15.5% |
| Participant deferral / active EE | $3,323 | $4,037-17.7% | $4,417-24.8% | $4,300-22.7% |
| Admin fee / account holder | $1,525 | $6,961-78.1% | $8,292-81.6% | $6,925-78.0% |