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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 | $84,359 | $106,749-21.0% | $145,433-42.0% | $82,448+2.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.34% | 27.59%-14.3pp | 66.58%-53.2pp | 41.64%-28.3pp |
| Employer contribution / active EE | $3,680 | $3,444+6.8% | $4,554-19.2% | $2,551+44.3% |
| Participant deferral / active EE | $4,261 | $6,519-34.6% | $7,897-46.0% | $4,139+2.9% |
| Admin fee / account holder | $1,591 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |