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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 | $83,698 | $77,814+7.6% | $158,223-47.1% | $86,983-3.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 8.89% | 30.54%-21.6pp | 52.09%-43.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $3,561 | $2,592+37.4% | $4,109-13.3% | $2,584+37.8% |
| Participant deferral / active EE | $4,217 | $3,270+29.0% | $5,467-22.9% | $4,194+0.5% |
| Admin fee / account holder | $1,225 | $5,879-79.2% | $16,047-92.4% | $7,856-84.4% |