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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 | $83,299 | $106,749-22.0% | $145,433-42.7% | $82,448+1.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.71% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $2,408 | $3,444-30.1% | $4,554-47.1% | $2,551-5.6% |
| Participant deferral / active EE | $5,425 | $6,519-16.8% | $7,897-31.3% | $4,139+31.1% |
| Admin fee / account holder | $1,591 | $8,390-81.0% | $13,129-87.9% | $7,234-78.0% |