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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 | $79,586 | $46,599+70.8% | $64,101+24.2% | $75,173+5.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 8.52% | 26.06%-17.5pp | 33.72%-25.2pp | 160.72%-152.2pp |
| Employer contribution / active EE | $5,087 | $1,975+157.5% | $2,749+85.1% | $2,671+90.5% |
| Participant deferral / active EE | $6,080 | $2,837+114.3% | $3,881+56.7% | $4,126+47.4% |
| Admin fee / account holder | $2,312 | $2,956-21.8% | $3,070-24.7% | $5,651-59.1% |