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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 | $73,146 | $72,486+0.9% | $87,103-16.0% | $72,976+0.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.01% | 24.46%-10.4pp | 28.19%-14.2pp | 81.02%-67.0pp |
| Employer contribution / active EE | $1,399 | $1,894-26.1% | $2,521-44.5% | $2,440-42.7% |
| Participant deferral / active EE | $5,158 | $3,270+57.7% | $4,049+27.4% | $3,608+43.0% |
| Admin fee / account holder | $3,714 | $5,055-26.5% | $7,491-50.4% | $5,124-27.5% |