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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 | $83,698 | $75,541+10.8% | $152,093-45.0% | $82,637+1.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 8.89% | 32.56%-23.7pp | 66.36%-57.5pp | 53.51%-44.6pp |
| Employer contribution / active EE | $3,561 | $2,622+35.8% | $4,175-14.7% | $2,552+39.5% |
| Participant deferral / active EE | $4,217 | $3,206+31.5% | $5,451-22.7% | $4,126+2.2% |
| Admin fee / account holder | $1,225 | $6,405-80.9% | $14,497-91.5% | $7,339-83.3% |