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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 | $129,270 | $76,551+68.9% | $123,894+4.3% | $62,881+105.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 5.66% | 18.68%-13.0pp | 47.52%-41.9pp | 20.14%-14.5pp |
| Employer contribution / active EE | $7,908 | $2,882+174.4% | $4,617+71.3% | $2,281+246.7% |
| Participant deferral / active EE | $7,708 | $4,840+59.3% | $5,984+28.8% | $3,203+140.6% |
| Admin fee / account holder | $5,063 | $4,826+4.9% | $8,357-39.4% | $4,296+17.9% |