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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 | $92,056 | $64,920+41.8% | $103,693-11.2% | $86,983+5.8% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 9.97% | 30.29%-20.3pp | 47.61%-37.6pp | 25.83%-15.9pp |
| Employer contribution / active EE | $1,040 | $2,141-51.4% | $2,920-64.4% | $2,584-59.8% |
| Participant deferral / active EE | $4,275 | $3,241+31.9% | $4,579-6.7% | $4,194+1.9% |
| Admin fee / account holder | $12,788 | $6,191+106.5% | $7,858+62.7% | $7,856+62.8% |