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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 | $97,054 | $105,284-7.8% | $150,734-35.6% | $94,015+3.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 4.89% | 15.67%-10.8pp | 600.81%-595.9pp | 17.84%-13.0pp |
| Employer contribution / active EE | $3,434 | $3,599-4.6% | $4,918-30.2% | $2,790+23.1% |
| Participant deferral / active EE | $5,927 | $4,274+38.7% | $5,610+5.7% | $4,249+39.5% |
| Admin fee / account holder | $20,183 | $9,839+105.1% | $14,905+35.4% | $8,951+125.5% |