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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 | $68,557 | $49,025+39.8% | $87,502-21.7% | $62,881+9.0% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 3.06% | 10.02%-7.0pp | 12.21%-9.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $1,613 | $1,372+17.6% | $2,550-36.7% | $2,281-29.3% |
| Participant deferral / active EE | $1,158 | $2,289-49.4% | $3,149-63.2% | $3,203-63.8% |
| Admin fee / account holder | $8,443 | $4,065+107.7% | $4,221+100.0% | $4,296+96.5% |