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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 | $85,420 | $117,904-27.6% | $102,457-16.6% | $145,978-41.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.15% | 31.80%-24.6pp | 29.41%-22.3pp | 550.52%-543.4pp |
| Employer contribution / active EE | $2,140 | $3,613-40.8% | $3,022-29.2% | $4,662-54.1% |
| Participant deferral / active EE | $1,771 | $5,733-69.1% | $5,054-65.0% | $6,690-73.5% |
| Admin fee / account holder | $412 | $13,329-96.9% | $9,451-95.6% | $13,400-96.9% |