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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 | $81,234 | $182,442-55.5% | $163,379-50.3% | $138,895-41.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 8.34% | 72.74%-64.4pp | 63.41%-55.1pp | 145.39%-137.1pp |
| Employer contribution / active EE | $1,061 | $4,159-74.5% | $3,752-71.7% | $4,194-74.7% |
| Participant deferral / active EE | $11,750 | $6,817+72.4% | $6,282+87.1% | $6,396+83.7% |
| Admin fee / account holder | $642 | $10,396-93.8% | $9,818-93.5% | $12,562-94.9% |