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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 | $40,714 | $69,590-41.5% | $136,867-70.3% | $94,015-56.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 6.57% | 19.62%-13.0pp | 42.97%-36.4pp | 17.84%-11.3pp |
| Employer contribution / active EE | $1,826 | $2,396-23.8% | $3,547-48.5% | $2,790-34.6% |
| Participant deferral / active EE | $1,834 | $3,437-46.6% | $4,924-62.8% | $4,249-56.8% |
| Admin fee / account holder | $10,616 | $8,912+19.1% | $10,340+2.7% | $8,951+18.6% |