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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 | $64,143 | $125,797-49.0% | $170,028-62.3% | $75,181-14.7% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.82% | 27.20%-14.4pp | 53.39%-40.6pp | 160.69%-147.9pp |
| Employer contribution / active EE | $4,780 | $4,616+3.5% | $6,788-29.6% | $2,671+79.0% |
| Participant deferral / active EE | $4,631 | $6,838-32.3% | $10,409-55.5% | $4,126+12.2% |
| Admin fee / account holder | $7,076 | $8,177-13.5% | $12,820-44.8% | $5,650+25.2% |