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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 | $93,744 | $124,980-25.0% | $108,359-13.5% | $154,746-39.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 8.18% | 45.00%-36.8pp | 36.89%-28.7pp | 172.34%-164.2pp |
| Employer contribution / active EE | $2,677 | $2,851-6.1% | $2,399+11.6% | $4,379-38.9% |
| Participant deferral / active EE | $15,728 | $4,743+231.6% | $4,137+280.2% | $6,730+133.7% |
| Admin fee / account holder | $25,043 | $11,502+117.7% | $9,741+157.1% | $14,365+74.3% |