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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 | $72,236 | $138,385-47.8% | $184,200-60.8% | $80,874-10.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.41% | 20.02%-10.6pp | 28.80%-19.4pp | 35.62%-26.2pp |
| Employer contribution / active EE | $3,792 | $4,849-21.8% | $6,424-41.0% | $2,756+37.6% |
| Participant deferral / active EE | $0 | $7,073-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $12,132 | $10,483+15.7% | $13,907-12.8% | $6,935+74.9% |