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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 | $82,302 | $80,983+1.6% | $96,544-14.8% | $75,177+9.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 11.52% | 27.05%-15.5pp | 25.88%-14.4pp | 160.75%-149.2pp |
| Employer contribution / active EE | $2,699 | $2,282+18.2% | $2,966-9.0% | $2,671+1.0% |
| Participant deferral / active EE | $3,340 | $3,929-15.0% | $4,851-31.1% | $4,126-19.0% |
| Admin fee / account holder | $2,570 | $6,717-61.7% | $8,254-68.9% | $5,651-54.5% |