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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 | $50,554+59.2% | $67,681+18.9% | $87,485-8.0% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.72% | 17.81%-9.1pp | 590.58%-581.9pp | 26.06%-17.3pp |
| Employer contribution / active EE | $2,624 | $1,988+31.9% | $2,678-2.0% | $2,596+1.1% |
| Participant deferral / active EE | $2,004 | $2,961-32.3% | $3,976-49.6% | $4,274-53.1% |
| Admin fee / account holder | $5,285 | $4,132+27.9% | $6,100-13.4% | $7,775-32.0% |