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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 | $138,386-38.8% | $184,260-54.0% | $80,935+4.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 9.62% | 20.02%-10.4pp | 28.84%-19.2pp | 35.66%-26.0pp |
| Employer contribution / active EE | $2,796 | $4,851-42.4% | $6,427-56.5% | $2,757+1.4% |
| Participant deferral / active EE | $0 | $7,076-100.0% | $9,133-100.0% | $4,299-100.0% |
| Admin fee / account holder | $14,354 | $10,489+36.8% | $13,898+3.3% | $6,924+107.3% |