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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 | $84,729 | $138,366-38.8% | $184,185-54.0% | $80,911+4.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 9.62% | 20.02%-10.4pp | 28.81%-19.2pp | 35.63%-26.0pp |
| Employer contribution / active EE | $2,796 | $4,849-42.3% | $6,426-56.5% | $2,756+1.5% |
| Participant deferral / active EE | $0 | $7,074-100.0% | $9,132-100.0% | $4,297-100.0% |
| Admin fee / account holder | $14,354 | $10,484+36.9% | $13,909+3.2% | $6,935+107.0% |