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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 | $97,360 | $85,766+13.5% | $136,298-28.6% | $70,126+38.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 11.03% | 31.46%-20.4pp | 5156.27%-5145.2pp | 73.15%-62.1pp |
| Employer contribution / active EE | $3,177 | $2,966+7.1% | $4,696-32.3% | $2,343+35.6% |
| Participant deferral / active EE | $4,034 | $5,051-20.1% | $6,247-35.4% | $3,332+21.1% |
| Admin fee / account holder | $2,221 | $5,421-59.0% | $9,244-76.0% | $4,645-52.2% |