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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 | $98,940 | $211,288-53.2% | $178,540-44.6% | $145,884-32.2% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 3.46% | 30.27%-26.8pp | 27.15%-23.7pp | 551.85%-548.4pp |
| Employer contribution / active EE | $2,682 | $4,574-41.4% | $3,953-32.2% | $4,662-42.5% |
| Participant deferral / active EE | $15,126 | $6,967+117.1% | $6,281+140.8% | $6,690+126.1% |
| Admin fee / account holder | $7,357 | $12,105-39.2% | $10,424-29.4% | $13,392-45.1% |