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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 | $103,683 | $117,895-12.1% | $102,460+1.2% | $145,897-28.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.34% | 31.92%-28.6pp | 29.47%-26.1pp | 552.29%-549.0pp |
| Employer contribution / active EE | $1,657 | $3,619-54.2% | $3,025-45.2% | $4,663-64.5% |
| Participant deferral / active EE | $3,004 | $5,736-47.6% | $5,056-40.6% | $6,689-55.1% |
| Admin fee / account holder | $7,562 | $13,353-43.4% | $9,460-20.1% | $13,390-43.5% |