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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 | $91,673 | $84,236+8.8% | $170,435-46.2% | $70,126+30.7% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 10.42% | 23.06%-12.6pp | 205.94%-195.5pp | 73.15%-62.7pp |
| Employer contribution / active EE | $2,316 | $3,387-31.6% | $5,432-57.4% | $2,343-1.1% |
| Participant deferral / active EE | $2,948 | $3,086-4.5% | $4,939-40.3% | $3,332-11.5% |
| Admin fee / account holder | $1,757 | $5,698-69.2% | $13,881-87.3% | $4,645-62.2% |