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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 | $47,403 | $45,050+5.2% | $63,018-24.8% | $70,126-32.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 8.65% | 18.76%-10.1pp | 87.62%-79.0pp | 73.15%-64.5pp |
| Employer contribution / active EE | $3,364 | $2,052+63.9% | $2,761+21.9% | $2,343+43.6% |
| Participant deferral / active EE | $2,069 | $2,466-16.1% | $3,330-37.9% | $3,332-37.9% |
| Admin fee / account holder | $4,100 | $2,834+44.7% | $3,601+13.9% | $4,645-11.7% |