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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 | $53,689 | $73,787-27.2% | $98,716-45.6% | $82,448-34.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 8.89% | 18.57%-9.7pp | 31.81%-22.9pp | 41.64%-32.8pp |
| Employer contribution / active EE | $1,428 | $1,511-5.5% | $2,279-37.3% | $2,551-44.0% |
| Participant deferral / active EE | $2,703 | $3,081-12.3% | $4,048-33.2% | $4,139-34.7% |
| Admin fee / account holder | $2,019 | $6,500-68.9% | $8,703-76.8% | $7,234-72.1% |