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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 | $35,925 | $84,236-57.4% | $170,435-78.9% | $70,126-48.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.21% | 23.06%-12.8pp | 205.94%-195.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $3,265 | $3,387-3.6% | $5,432-39.9% | $2,343+39.4% |
| Participant deferral / active EE | $5,749 | $3,086+86.3% | $4,939+16.4% | $3,332+72.6% |
| Admin fee / account holder | $4,482 | $5,698-21.3% | $13,881-67.7% | $4,645-3.5% |