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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 | $84,980 | $81,331+4.5% | $155,534-45.4% | $80,935+5.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.29% | 33.37%-24.1pp | 64.92%-55.6pp | 35.66%-26.4pp |
| Employer contribution / active EE | $4,568 | $3,105+47.1% | $4,675-2.3% | $2,757+65.7% |
| Participant deferral / active EE | $3,689 | $3,454+6.8% | $5,630-34.5% | $4,299-14.2% |
| Admin fee / account holder | $18,980 | $7,999+137.3% | $15,900+19.4% | $6,924+174.1% |