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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 | $102,609+1.1% | $98,090+5.8% | $138,895-25.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 11.05% | 36.44%-25.4pp | 37.05%-26.0pp | 145.39%-134.3pp |
| Employer contribution / active EE | $4,372 | $3,867+13.1% | $3,606+21.2% | $4,194+4.2% |
| Participant deferral / active EE | $3,158 | $8,167-61.3% | $7,845-59.7% | $6,396-50.6% |
| Admin fee / account holder | $787 | $11,434-93.1% | $11,815-93.3% | $12,562-93.7% |