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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 | $69,147 | $93,617-26.1% | $135,982-49.1% | $75,177-8.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.33% | 30.89%-16.6pp | 68.32%-54.0pp | 160.75%-146.4pp |
| Employer contribution / active EE | $3,803 | $3,538+7.5% | $4,859-21.7% | $2,671+42.4% |
| Participant deferral / active EE | $3,747 | $6,406-41.5% | $7,760-51.7% | $4,126-9.2% |
| Admin fee / account holder | $388 | $6,980-94.4% | $10,767-96.4% | $5,651-93.1% |