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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 | $94,934 | $98,776-3.9% | $149,745-36.6% | $79,856+18.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 7.09% | 27.38%-20.3pp | 276.72%-269.6pp | 31.71%-24.6pp |
| Employer contribution / active EE | $5,173 | $3,217+60.8% | $4,646+11.4% | $2,471+109.3% |
| Participant deferral / active EE | $3,741 | $5,681-34.2% | $6,843-45.3% | $3,7410% |
| Admin fee / account holder | $4,935 | $6,053-18.5% | $9,312-47.0% | $5,306-7.0% |