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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 | $83,276 | $67,894+22.7% | $89,340-6.8% | $82,448+1.0% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 8.71% | 19.21%-10.5pp | 20.57%-11.9pp | 41.64%-32.9pp |
| Employer contribution / active EE | $3,700 | $1,828+102.4% | $2,231+65.8% | $2,551+45.1% |
| Participant deferral / active EE | $2,312 | $3,072-24.7% | $3,823-39.5% | $4,139-44.1% |
| Admin fee / account holder | $56,957 | $5,723+895.2% | $6,704+749.6% | $7,234+687.3% |