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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 | $96,897 | $91,559+5.8% | $133,978-27.7% | $79,856+21.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 2.15% | 61.85%-59.7pp | 45.10%-42.9pp | 31.71%-29.6pp |
| Employer contribution / active EE | $834 | $2,384-65.0% | $3,919-78.7% | $2,471-66.2% |
| Participant deferral / active EE | $3,753 | $3,734+0.5% | $5,047-25.6% | $3,741+0.3% |
| Admin fee / account holder | $8,617 | $6,321+36.3% | $8,930-3.5% | $5,306+62.4% |