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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 | $61,556 | $45,043+36.7% | $63,005-2.3% | $70,124-12.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 9.51% | 18.76%-9.2pp | 87.59%-78.1pp | 73.14%-63.6pp |
| Employer contribution / active EE | $1,857 | $2,052-9.5% | $2,760-32.7% | $2,342-20.7% |
| Participant deferral / active EE | $2,875 | $2,466+16.6% | $3,329-13.6% | $3,332-13.7% |
| Admin fee / account holder | $10,336 | $2,833+264.8% | $3,599+187.1% | $4,645+122.5% |