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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 | $90,863 | $95,453-4.8% | $112,040-18.9% | $82,448+10.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.61% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $1,588 | $2,318-31.5% | $2,954-46.3% | $2,551-37.8% |
| Participant deferral / active EE | $2,849 | $4,224-32.6% | $5,098-44.1% | $4,139-31.2% |
| Admin fee / account holder | $17,386 | $9,013+92.9% | $12,098+43.7% | $7,234+140.3% |