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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 | $85,388 | $95,406-10.5% | $185,849-54.1% | $85,847-0.5% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 10.95% | 23.59%-12.6pp | 122.10%-111.1pp | 318.61%-307.7pp |
| Employer contribution / active EE | $4,490 | $3,314+35.5% | $5,169-13.1% | $2,565+75.0% |
| Participant deferral / active EE | $5,662 | $3,424+65.4% | $5,569+1.7% | $3,952+43.3% |
| Admin fee / account holder | $7,519 | $7,214+4.2% | $16,244-53.7% | $6,261+20.1% |