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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 | $76,241 | $46,599+63.6% | $64,101+18.9% | $75,173+1.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.90% | 26.06%-16.2pp | 33.72%-23.8pp | 160.72%-150.8pp |
| Employer contribution / active EE | $3,505 | $1,975+77.5% | $2,749+27.5% | $2,671+31.2% |
| Participant deferral / active EE | $5,033 | $2,837+77.4% | $3,881+29.7% | $4,126+22.0% |
| Admin fee / account holder | $4,437 | $2,956+50.1% | $3,070+44.5% | $5,651-21.5% |