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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 | $111,244 | $124,351-10.5% | $109,188+1.9% | $167,553-33.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 8.26% | 26.04%-17.8pp | 25.76%-17.5pp | 478.89%-470.6pp |
| Employer contribution / active EE | $1,293 | $4,210-69.3% | $3,723-65.3% | $4,840-73.3% |
| Participant deferral / active EE | $3,750 | $5,257-28.7% | $4,654-19.4% | $6,343-40.9% |
| Admin fee / account holder | $1,063 | $7,975-86.7% | $6,755-84.3% | $12,316-91.4% |