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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 | $70,301 | $46,599+50.9% | $64,101+9.7% | $75,173-6.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.39% | 26.06%-16.7pp | 33.72%-24.3pp | 160.72%-151.3pp |
| Employer contribution / active EE | $2,447 | $1,975+23.9% | $2,749-11.0% | $2,671-8.4% |
| Participant deferral / active EE | $4,490 | $2,837+58.3% | $3,881+15.7% | $4,126+8.8% |
| Admin fee / account holder | $2,681 | $2,956-9.3% | $3,070-12.7% | $5,651-52.6% |