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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 | $80,486 | $55,457+45.1% | $77,361+4.0% | $94,015-14.4% |
| Participation rate | 100.0% | 69.8%+30.2pp | 75.0%+25.0pp | 70.8%+29.2pp |
| Annual return | 8.72% | 15.57%-6.8pp | 1011.54%-1002.8pp | 17.84%-9.1pp |
| Employer contribution / active EE | $2,624 | $2,255+16.4% | $2,990-12.3% | $2,790-6.0% |
| Participant deferral / active EE | $2,004 | $3,069-34.7% | $3,911-48.7% | $4,249-52.8% |
| Admin fee / account holder | $5,285 | $4,334+22.0% | $5,894-10.3% | $8,951-41.0% |