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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 | $78,807 | $48,078+63.9% | $78,676+0.2% | $62,881+25.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 1.08% | 31.36%-30.3pp | 62.19%-61.1pp | 20.14%-19.1pp |
| Employer contribution / active EE | $4,357 | $2,015+116.3% | $2,850+52.9% | $2,281+91.0% |
| Participant deferral / active EE | $4,690 | $2,587+81.3% | $3,517+33.4% | $3,203+46.4% |
| Admin fee / account holder | $5,597 | $3,206+74.6% | $4,510+24.1% | $4,296+30.3% |