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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 | $98,199 | $116,167-15.5% | $64,489+52.3% | $137,256-28.5% |
| Participation rate | 100.0% | 68.2%+31.8pp | 67.7%+32.3pp | 80.0%+20.0pp |
| Annual return | 5.73% | 36.55%-30.8pp | 55.03%-49.3pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,206 | $2,483-51.4% | $1,523-20.8% | $4,156-71.0% |
| Participant deferral / active EE | $4,881 | $4,215+15.8% | $2,778+75.7% | $6,407-23.8% |
| Admin fee / account holder | $22,348 | $6,188+261.1% | $4,260+424.6% | $12,270+82.1% |