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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 | $63,949 | $101,752-37.2% | $164,928-61.2% | $80,911-21.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 9.33% | 16.73%-7.4pp | 70.08%-60.7pp | 35.63%-26.3pp |
| Employer contribution / active EE | $10,492 | $2,953+255.3% | $4,343+141.6% | $2,756+280.7% |
| Participant deferral / active EE | $6,243 | $4,477+39.5% | $6,034+3.5% | $4,297+45.3% |
| Admin fee / account holder | $2,081 | $8,218-74.7% | $12,684-83.6% | $6,935-70.0% |