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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 | $95,404-4.8% | $113,397-19.9% | $82,637+10.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.61% | 19.08%-9.5pp | 23.20%-13.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $1,588 | $2,307-31.2% | $2,977-46.7% | $2,552-37.8% |
| Participant deferral / active EE | $2,849 | $4,220-32.5% | $5,076-43.9% | $4,126-31.0% |
| Admin fee / account holder | $17,386 | $9,168+89.6% | $11,957+45.4% | $7,339+136.9% |