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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 | $44,456 | $106,524-58.3% | $152,301-70.8% | $87,485-49.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 9.72% | 26.89%-17.2pp | 80.50%-70.8pp | 26.06%-16.3pp |
| Employer contribution / active EE | $2,010 | $3,371-40.4% | $4,624-56.5% | $2,596-22.6% |
| Participant deferral / active EE | $4,311 | $6,525-33.9% | $8,004-46.1% | $4,274+0.9% |
| Admin fee / account holder | $4,531 | $8,287-45.3% | $14,398-68.5% | $7,775-41.7% |