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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 | $55,457+50.4% | $77,361+7.8% | $94,015-11.3% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 9.67% | 15.57%-5.9pp | 1011.54%-1001.9pp | 17.84%-8.2pp |
| Employer contribution / active EE | $2,164 | $2,255-4.0% | $2,990-27.6% | $2,790-22.5% |
| Participant deferral / active EE | $3,093 | $3,069+0.8% | $3,911-20.9% | $4,249-27.2% |
| Admin fee / account holder | $5,308 | $4,334+22.5% | $5,894-9.9% | $8,951-40.7% |