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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 | $106,524-11.8% | $152,301-38.3% | $87,485+7.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 8.92% | 26.89%-18.0pp | 80.50%-71.6pp | 26.06%-17.1pp |
| Employer contribution / active EE | $6,074 | $3,371+80.2% | $4,624+31.4% | $2,596+134.0% |
| Participant deferral / active EE | $6,294 | $6,525-3.5% | $8,004-21.4% | $4,274+47.3% |
| Admin fee / account holder | $7,489 | $8,287-9.6% | $14,398-48.0% | $7,775-3.7% |