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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 | $35,469 | $86,949-59.2% | $102,460-65.4% | $80,959-56.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.36% | 18.89%-10.5pp | 29.47%-21.1pp | 35.67%-27.3pp |
| Employer contribution / active EE | $3,312 | $2,370+39.8% | $3,025+9.5% | $2,757+20.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,093 | $8,048-86.4% | $9,460-88.4% | $6,925-84.2% |