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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 | $107,782 | $98,240+9.7% | $82,312+30.9% | $147,586-27.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 4.87% | 30.85%-26.0pp | 25.88%-21.0pp | 578.59%-573.7pp |
| Employer contribution / active EE | $1,236 | $3,192-61.3% | $2,428-49.1% | $4,876-74.7% |
| Participant deferral / active EE | $1,425 | $4,383-67.5% | $3,706-61.6% | $5,439-73.8% |
| Admin fee / account holder | $4,660 | $8,563-45.6% | $5,608-16.9% | $10,886-57.2% |