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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 | $89,339 | $87,834+1.7% | $133,975-33.3% | $62,881+42.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.89% | 12.05%-8.2pp | 29.29%-25.4pp | 20.14%-16.3pp |
| Employer contribution / active EE | $1,448 | $3,482-58.4% | $5,211-72.2% | $2,281-36.5% |
| Participant deferral / active EE | $6,214 | $4,812+29.1% | $6,282-1.1% | $3,203+94.0% |
| Admin fee / account holder | $545 | $5,372-89.9% | $9,324-94.2% | $4,296-87.3% |