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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 | $38,700 | $185,312-79.1% | $161,489-76.0% | $154,746-75.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 9.76% | 103.84%-94.1pp | 89.72%-80.0pp | 172.34%-162.6pp |
| Employer contribution / active EE | $1,928 | $4,769-59.6% | $4,268-54.8% | $4,379-56.0% |
| Participant deferral / active EE | $6,493 | $6,350+2.3% | $5,630+15.3% | $6,730-3.5% |
| Admin fee / account holder | $8,944 | $18,654-52.1% | $16,006-44.1% | $14,365-37.7% |