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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 | $58,075 | $117,895-50.7% | $102,460-43.3% | $145,897-60.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.23% | 31.92%-23.7pp | 29.47%-21.2pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,563 | $3,619-29.2% | $3,025-15.3% | $4,663-45.0% |
| Participant deferral / active EE | $2,284 | $5,736-60.2% | $5,056-54.8% | $6,689-65.9% |
| Admin fee / account holder | $16,404 | $13,353+22.9% | $9,460+73.4% | $13,390+22.5% |