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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 | $83,710 | $106,749-21.6% | $145,433-42.4% | $82,448+1.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 11.14% | 27.59%-16.4pp | 66.58%-55.4pp | 41.64%-30.5pp |
| Employer contribution / active EE | $6,735 | $3,444+95.5% | $4,554+47.9% | $2,551+164.0% |
| Participant deferral / active EE | $6,290 | $6,519-3.5% | $7,897-20.3% | $4,139+52.0% |
| Admin fee / account holder | $10,311 | $8,390+22.9% | $13,129-21.5% | $7,234+42.5% |