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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 | $108,264 | $85,060+27.3% | $70,548+53.5% | $139,456-22.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 3.55% | 30.38%-26.8pp | 32.78%-29.2pp | 373.45%-369.9pp |
| Employer contribution / active EE | $2,926 | $3,911-25.2% | $2,975-1.6% | $4,753-38.4% |
| Participant deferral / active EE | $1,930 | $5,890-67.2% | $4,567-57.7% | $6,711-71.2% |
| Admin fee / account holder | $811 | $8,925-90.9% | $6,424-87.4% | $11,407-92.9% |