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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 | $61,364 | $58,493+4.9% | $84,021-27.0% | $72,975-15.9% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 9.30% | 28.93%-19.6pp | 71.32%-62.0pp | 81.01%-71.7pp |
| Employer contribution / active EE | $4,771 | $1,163+310.2% | $1,984+140.5% | $2,440+95.5% |
| Participant deferral / active EE | $2,736 | $2,394+14.3% | $3,239-15.5% | $3,608-24.1% |
| Admin fee / account holder | $522 | $4,569-88.6% | $6,102-91.4% | $5,124-89.8% |