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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 | $61,536 | $46,599+32.1% | $64,101-4.0% | $75,173-18.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.54% | 26.06%-16.5pp | 33.72%-24.2pp | 160.72%-151.2pp |
| Employer contribution / active EE | $2,913 | $1,975+47.5% | $2,749+6.0% | $2,671+9.1% |
| Participant deferral / active EE | $2,853 | $2,837+0.6% | $3,881-26.5% | $4,126-30.9% |
| Admin fee / account holder | $4,286 | $2,956+45.0% | $3,070+39.6% | $5,651-24.2% |