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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 | $83,394 | $50,554+65.0% | $67,681+23.2% | $87,485-4.7% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 9.67% | 17.81%-8.1pp | 590.58%-580.9pp | 26.06%-16.4pp |
| Employer contribution / active EE | $2,164 | $1,988+8.8% | $2,678-19.2% | $2,596-16.7% |
| Participant deferral / active EE | $3,093 | $2,961+4.5% | $3,976-22.2% | $4,274-27.6% |
| Admin fee / account holder | $5,308 | $4,132+28.5% | $6,100-13.0% | $7,775-31.7% |