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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 | $101,787 | $103,392-1.6% | $87,104+16.9% | $152,897-33.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 10.02% | 28.10%-18.1pp | 28.19%-18.2pp | 345.43%-335.4pp |
| Employer contribution / active EE | $1,457 | $3,221-54.8% | $2,521-42.2% | $4,764-69.4% |
| Participant deferral / active EE | $1,906 | $4,778-60.1% | $4,048-52.9% | $5,851-67.4% |
| Admin fee / account holder | $4,878 | $12,194-60.0% | $7,491-34.9% | $11,599-57.9% |