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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 | $91,945 | $111,535-17.6% | $105,223-12.6% | $137,256-33.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 5.28% | 237.85%-232.6pp | 180.65%-175.4pp | 220.34%-215.1pp |
| Employer contribution / active EE | $2,162 | $3,939-45.1% | $3,689-41.4% | $4,156-48.0% |
| Participant deferral / active EE | $7,234 | $5,500+31.5% | $5,072+42.6% | $6,407+12.9% |
| Admin fee / account holder | $9,003 | $9,721-7.4% | $8,859+1.6% | $12,270-26.6% |