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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 | $69,719 | $106,524-34.6% | $152,301-54.2% | $87,485-20.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.02% | 26.89%-13.9pp | 80.50%-67.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $2,828 | $3,371-16.1% | $4,624-38.8% | $2,596+8.9% |
| Participant deferral / active EE | $3,378 | $6,525-48.2% | $8,004-57.8% | $4,274-21.0% |
| Admin fee / account holder | $7,418 | $8,287-10.5% | $14,398-48.5% | $7,775-4.6% |