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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 | $81,916 | $67,602+21.2% | $82,312-0.5% | $70,126+16.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.48% | 21.57%-13.1pp | 25.88%-17.4pp | 73.15%-64.7pp |
| Employer contribution / active EE | $5,463 | $1,755+211.3% | $2,428+125.0% | $2,343+133.2% |
| Participant deferral / active EE | $3,055 | $2,987+2.3% | $3,706-17.6% | $3,332-8.3% |
| Admin fee / account holder | $668 | $4,512-85.2% | $5,608-88.1% | $4,645-85.6% |