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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 | $78,199 | $111,814-30.1% | $103,378-24.4% | $145,978-46.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 7.48% | 24.80%-17.3pp | 24.91%-17.4pp | 550.52%-543.0pp |
| Employer contribution / active EE | $8,808 | $4,215+109.0% | $3,870+127.6% | $4,662+88.9% |
| Participant deferral / active EE | $5,827 | $5,618+3.7% | $5,058+15.2% | $6,690-12.9% |
| Admin fee / account holder | $7,174 | $9,764-26.5% | $8,401-14.6% | $13,400-46.5% |