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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 | $106,524-20.8% | $152,301-44.6% | $87,485-3.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.34% | 26.89%-13.6pp | 80.50%-67.2pp | 26.06%-12.7pp |
| Employer contribution / active EE | $3,680 | $3,371+9.2% | $4,624-20.4% | $2,596+41.8% |
| Participant deferral / active EE | $4,261 | $6,525-34.7% | $8,004-46.8% | $4,274-0.3% |
| Admin fee / account holder | $1,591 | $8,287-80.8% | $14,398-88.9% | $7,775-79.5% |