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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 | $78,205 | $76,551+2.2% | $123,894-36.9% | $62,881+24.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 3.65% | 18.68%-15.0pp | 47.52%-43.9pp | 20.14%-16.5pp |
| Employer contribution / active EE | $2,165 | $2,882-24.9% | $4,617-53.1% | $2,281-5.1% |
| Participant deferral / active EE | $6,140 | $4,840+26.9% | $5,984+2.6% | $3,203+91.7% |
| Admin fee / account holder | $12,831 | $4,826+165.9% | $8,357+53.5% | $4,296+198.7% |