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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 | $185,089 | $181,896+1.8% | $156,551+18.2% | $273,972-32.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 2.88% | 30.74%-27.9pp | 32.23%-29.3pp | 41.46%-38.6pp |
| Employer contribution / active EE | $2,508 | $6,248-59.9% | $5,501-54.4% | $4,869-48.5% |
| Participant deferral / active EE | $9,753 | $5,550+75.7% | $4,871+100.2% | $5,287+84.5% |
| Admin fee / account holder | $2,433 | $15,560-84.4% | $13,028-81.3% | $10,133-76.0% |