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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 | $96,803 | $77,449+25.0% | $69,483+39.3% | $152,909-36.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 5.38% | 39.09%-33.7pp | 28.99%-23.6pp | 345.46%-340.1pp |
| Employer contribution / active EE | $11,522 | $3,316+247.5% | $2,780+314.5% | $4,764+141.9% |
| Participant deferral / active EE | $8,115 | $4,415+83.8% | $3,537+129.5% | $5,851+38.7% |
| Admin fee / account holder | $4,605 | $6,210-25.9% | $3,841+19.9% | $11,601-60.3% |