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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 | $84,332 | $46,596+81.0% | $64,099+31.6% | $75,181+12.2% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.88% | 26.04%-17.2pp | 33.70%-24.8pp | 160.69%-151.8pp |
| Employer contribution / active EE | $2,016 | $1,975+2.1% | $2,748-26.7% | $2,671-24.5% |
| Participant deferral / active EE | $3,029 | $2,837+6.8% | $3,881-22.0% | $4,126-26.6% |
| Admin fee / account holder | $6,475 | $2,954+119.2% | $3,070+110.9% | $5,650+14.6% |