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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 | $95,904 | $64,920+47.7% | $103,693-7.5% | $86,983+10.3% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 8.95% | 30.29%-21.3pp | 47.61%-38.7pp | 25.83%-16.9pp |
| Employer contribution / active EE | $4,437 | $2,141+107.3% | $2,920+51.9% | $2,584+71.7% |
| Participant deferral / active EE | $10,958 | $3,241+238.1% | $4,579+139.3% | $4,194+161.3% |
| Admin fee / account holder | $841 | $6,191-86.4% | $7,858-89.3% | $7,856-89.3% |