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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 | $83,064 | $89,364-7.0% | $141,177-41.2% | $72,983+13.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 17.74% | 111.86%-94.1pp | 71.40%-53.7pp | 81.01%-63.3pp |
| Employer contribution / active EE | $3,002 | $3,115-3.6% | $4,736-36.6% | $2,440+23.0% |
| Participant deferral / active EE | $2,755 | $5,419-49.2% | $6,710-58.9% | $3,608-23.6% |
| Admin fee / account holder | $5,279 | $5,959-11.4% | $10,263-48.6% | $5,124+3.0% |