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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 | $87,774 | $197,603-55.6% | $177,827-50.6% | $158,950-44.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 6.76% | 58.76%-52.0pp | 48.32%-41.6pp | 302.91%-296.1pp |
| Employer contribution / active EE | $17,478 | $6,698+161.0% | $5,918+195.3% | $4,762+267.0% |
| Participant deferral / active EE | $14,925 | $8,404+77.6% | $7,713+93.5% | $5,983+149.5% |
| Admin fee / account holder | $5,074 | $15,402-67.1% | $12,429-59.2% | $11,248-54.9% |