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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 | $81,586 | $79,867+2.2% | $120,344-32.2% | $64,340+26.8% |
| Participation rate | 100.0% | 63.0%+37.0pp | 76.7%+23.3pp | 55.2%+44.8pp |
| Annual return | 9.50% | 21.10%-11.6pp | 20.30%-10.8pp | 24.14%-14.6pp |
| Employer contribution / active EE | $3,465 | $1,925+80.0% | $3,020+14.7% | $1,862+86.1% |
| Participant deferral / active EE | $0 | $3,593-100.0% | $5,135-100.0% | $2,980-100.0% |
| Admin fee / account holder | $22,432 | $5,039+345.2% | $12,742+76.1% | $3,703+505.9% |