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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 | $188,040 | $46,534+304.1% | $64,097+193.4% | $75,177+150.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 10.53% | 26.07%-15.5pp | 33.75%-23.2pp | 160.75%-150.2pp |
| Employer contribution / active EE | $3,697 | $1,976+87.1% | $2,750+34.5% | $2,671+38.4% |
| Participant deferral / active EE | $5,039 | $2,835+77.8% | $3,881+29.8% | $4,126+22.1% |
| Admin fee / account holder | $2,969 | $2,957+0.4% | $3,070-3.3% | $5,651-47.5% |