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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 | $22,690 | $95,959-76.4% | $97,411-76.7% | $138,895-83.7% |
| Participation rate | 100.0% | 81.8%+18.2pp | 80.4%+19.6pp | 79.9%+20.1pp |
| Annual return | 11.64% | 29.30%-17.7pp | 34.72%-23.1pp | 145.39%-133.8pp |
| Employer contribution / active EE | $2,925 | $4,278-31.6% | $4,210-30.5% | $4,194-30.3% |
| Participant deferral / active EE | $3,021 | $5,876-48.6% | $5,886-48.7% | $6,396-52.8% |
| Admin fee / account holder | $11,640 | $7,555+54.1% | $7,145+62.9% | $12,562-7.3% |