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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 | $91,685 | $88,996+3.0% | $78,004+17.5% | $138,895-34.0% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.4%+30.6pp | 79.9%+20.1pp |
| Annual return | 6.41% | 28.03%-21.6pp | 31.07%-24.7pp | 145.39%-139.0pp |
| Employer contribution / active EE | $13,454 | $2,917+361.2% | $2,469+444.9% | $4,194+220.8% |
| Participant deferral / active EE | $8,610 | $4,724+82.2% | $4,092+110.4% | $6,396+34.6% |
| Admin fee / account holder | $1,938 | $8,807-78.0% | $7,578-74.4% | $12,562-84.6% |