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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 | $107,655 | $111,787-3.7% | $93,681+14.9% | $145,978-26.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 6.92% | 203.52%-196.6pp | 133.47%-126.6pp | 550.52%-543.6pp |
| Employer contribution / active EE | $636 | $3,093-79.4% | $2,422-73.7% | $4,662-86.3% |
| Participant deferral / active EE | $5,661 | $4,918+15.1% | $4,415+28.2% | $6,690-15.4% |
| Admin fee / account holder | $9,260 | $10,256-9.7% | $8,290+11.7% | $13,400-30.9% |