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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 | $75,451 | $35,183+114.5% | $73,550+2.6% | $70,126+7.6% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 9.65% | 26.90%-17.3pp | -15.16%+24.8pp | 73.15%-63.5pp |
| Employer contribution / active EE | $2,500 | $709+252.8% | $1,219+105.1% | $2,343+6.7% |
| Participant deferral / active EE | $1,939 | $1,220+58.9% | $1,804+7.5% | $3,332-41.8% |
| Admin fee / account holder | $2,089 | $2,302-9.3% | $2,320-10.0% | $4,645-55.0% |