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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 | $54,242 | $93,598-42.0% | $135,974-60.1% | $75,173-27.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 6.57% | 30.89%-24.3pp | 68.30%-61.7pp | 160.72%-154.2pp |
| Employer contribution / active EE | $6,891 | $3,538+94.8% | $4,859+41.8% | $2,671+158.0% |
| Participant deferral / active EE | $4,944 | $6,405-22.8% | $7,760-36.3% | $4,126+19.8% |
| Admin fee / account holder | $5,291 | $6,978-24.2% | $10,767-50.9% | $5,651-6.4% |