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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 | $93,569 | $91,198+2.6% | $178,503-47.6% | $79,856+17.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 8.65% | 24.20%-15.5pp | 151.12%-142.5pp | 31.71%-23.1pp |
| Employer contribution / active EE | $1,917 | $3,257-41.1% | $5,011-61.7% | $2,471-22.4% |
| Participant deferral / active EE | $2,098 | $3,237-35.2% | $5,202-59.7% | $3,741-43.9% |
| Admin fee / account holder | $1,506 | $6,748-77.7% | $13,987-89.2% | $5,306-71.6% |