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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 | $86,934 | $65,712+32.3% | $57,196+52.0% | $273,972-68.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.92% | 22.01%-22.9pp | 14.59%-15.5pp | 41.46%-42.4pp |
| Employer contribution / active EE | $3,918 | $3,280+19.4% | $2,683+46.0% | $4,869-19.5% |
| Participant deferral / active EE | $6,930 | $3,782+83.2% | $3,096+123.8% | $5,287+31.1% |
| Admin fee / account holder | $4,904 | $4,838+1.4% | $3,141+56.1% | $10,133-51.6% |