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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 | $57,767 | $123,793-53.3% | $177,848-67.5% | $79,856-27.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 10.43% | 22.82%-12.4pp | 48.33%-37.9pp | 31.71%-21.3pp |
| Employer contribution / active EE | $1,325 | $4,095-67.7% | $5,919-77.6% | $2,471-46.4% |
| Participant deferral / active EE | $2,963 | $5,956-50.3% | $7,714-61.6% | $3,741-20.8% |
| Admin fee / account holder | $5,481 | $7,243-24.3% | $12,431-55.9% | $5,306+3.3% |