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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 | $66,945 | $68,681-2.5% | $86,615-22.7% | $85,847-22.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 71.6%+28.4pp | 69.3%+30.7pp |
| Annual return | 10.11% | 20.12%-10.0pp | 63.51%-53.4pp | 318.61%-308.5pp |
| Employer contribution / active EE | $2,374 | $1,880+26.2% | $2,496-4.9% | $2,565-7.5% |
| Participant deferral / active EE | $3,089 | $2,919+5.8% | $3,699-16.5% | $3,952-21.8% |
| Admin fee / account holder | $1,129 | $5,974-81.1% | $5,830-80.6% | $6,261-82.0% |