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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 | $103,789 | $100,970+2.8% | $96,576+7.5% | $137,256-24.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.05% | 38.16%-27.1pp | 38.47%-27.4pp | 220.34%-209.3pp |
| Employer contribution / active EE | $4,372 | $3,809+14.8% | $3,553+23.0% | $4,156+5.2% |
| Participant deferral / active EE | $3,158 | $8,286-61.9% | $7,956-60.3% | $6,407-50.7% |
| Admin fee / account holder | $787 | $11,312-93.0% | $11,381-93.1% | $12,270-93.6% |