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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 | $93,985 | $106,749-12.0% | $145,433-35.4% | $82,448+14.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 8.92% | 27.59%-18.7pp | 66.58%-57.7pp | 41.64%-32.7pp |
| Employer contribution / active EE | $6,074 | $3,444+76.4% | $4,554+33.4% | $2,551+138.1% |
| Participant deferral / active EE | $6,294 | $6,519-3.4% | $7,897-20.3% | $4,139+52.0% |
| Admin fee / account holder | $7,489 | $8,390-10.7% | $13,129-43.0% | $7,234+3.5% |