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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 | $79,282 | $94,436-16.0% | $115,599-31.4% | $82,637-4.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 8.62% | 18.37%-9.8pp | 111.10%-102.5pp | 53.51%-44.9pp |
| Employer contribution / active EE | $4,745 | $2,324+104.2% | $2,955+60.6% | $2,552+85.9% |
| Participant deferral / active EE | $2,262 | $3,955-42.8% | $4,889-53.7% | $4,126-45.2% |
| Admin fee / account holder | $857 | $10,328-91.7% | $12,841-93.3% | $7,339-88.3% |