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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 | $62,096 | $61,125+1.6% | $94,057-34.0% | $87,485-29.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 7.70% | 35.20%-27.5pp | 480.62%-472.9pp | 26.06%-18.4pp |
| Employer contribution / active EE | $4,312 | $2,136+101.8% | $2,933+47.0% | $2,596+66.1% |
| Participant deferral / active EE | $4,936 | $3,260+51.4% | $4,709+4.8% | $4,274+15.5% |
| Admin fee / account holder | $8,092 | $5,629+43.8% | $7,244+11.7% | $7,775+4.1% |