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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 | $95,575 | $89,367+6.9% | $141,191-32.3% | $72,975+31.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.68% | 111.87%-93.2pp | 71.41%-52.7pp | 81.01%-62.3pp |
| Employer contribution / active EE | $3,611 | $3,115+15.9% | $4,736-23.8% | $2,440+48.0% |
| Participant deferral / active EE | $4,267 | $5,419-21.3% | $6,710-36.4% | $3,608+18.3% |
| Admin fee / account holder | $553 | $5,957-90.7% | $10,264-94.6% | $5,124-89.2% |