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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 | $112,487 | $73,981+52.0% | $105,754+6.4% | $62,881+78.9% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 4.68% | 17.60%-12.9pp | 12.25%-7.6pp | 20.14%-15.5pp |
| Employer contribution / active EE | $7,174 | $2,856+151.2% | $4,079+75.9% | $2,281+214.5% |
| Participant deferral / active EE | $2,794 | $4,038-30.8% | $5,326-47.5% | $3,203-12.8% |
| Admin fee / account holder | $1,501 | $5,976-74.9% | $8,309-81.9% | $4,296-65.1% |