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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 | $86,713 | $77,449+12.0% | $69,483+24.8% | $152,909-43.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 4.76% | 39.09%-34.3pp | 28.99%-24.2pp | 345.46%-340.7pp |
| Employer contribution / active EE | $2,494 | $3,316-24.8% | $2,780-10.3% | $4,764-47.7% |
| Participant deferral / active EE | $6,320 | $4,415+43.2% | $3,537+78.7% | $5,851+8.0% |
| Admin fee / account holder | $4,076 | $6,210-34.4% | $3,841+6.1% | $11,601-64.9% |