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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 | $71,057+1.1% | $93,654-23.3% | $80,874-11.2% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.95% | 11.26%-1.3pp | 133.34%-123.4pp | 35.62%-25.7pp |
| Employer contribution / active EE | $2,330 | $1,564+49.0% | $2,421-3.8% | $2,756-15.4% |
| Participant deferral / active EE | $3,323 | $4,034-17.6% | $4,413-24.7% | $4,297-22.7% |
| Admin fee / account holder | $1,525 | $6,944-78.0% | $8,282-81.6% | $6,935-78.0% |