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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 | $87,969 | $86,938+1.2% | $102,423-14.1% | $80,925+8.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 8.83% | 18.89%-10.1pp | 29.42%-20.6pp | 35.65%-26.8pp |
| Employer contribution / active EE | $4,755 | $2,369+100.7% | $3,023+57.3% | $2,756+72.5% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $2,013 | $8,053-75.0% | $9,455-78.7% | $6,940-71.0% |