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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 | $51,723 | $86,919-40.5% | $102,457-49.5% | $80,911-36.1% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 7.32% | 18.90%-11.6pp | 29.41%-22.1pp | 35.63%-28.3pp |
| Employer contribution / active EE | $2,246 | $2,368-5.2% | $3,022-25.7% | $2,756-18.5% |
| Participant deferral / active EE | $2,890 | $4,119-29.8% | $5,054-42.8% | $4,297-32.7% |
| Admin fee / account holder | $5,467 | $8,049-32.1% | $9,451-42.2% | $6,935-21.2% |