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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 | $74,907 | $48,314+55.0% | $67,561+10.9% | $80,925-7.4% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 10.97% | 18.28%-7.3pp | 3525.44%-3514.5pp | 35.65%-24.7pp |
| Employer contribution / active EE | $2,276 | $2,022+12.6% | $2,735-16.8% | $2,756-17.4% |
| Participant deferral / active EE | $5,609 | $2,927+91.7% | $4,003+40.1% | $4,299+30.5% |
| Admin fee / account holder | $4,852 | $3,690+31.5% | $4,006+21.1% | $6,940-30.1% |