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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 | $128,940 | $101,795+26.7% | $165,100-21.9% | $80,959+59.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 6.74% | 16.73%-10.0pp | 70.21%-63.5pp | 35.67%-28.9pp |
| Employer contribution / active EE | $4,101 | $2,954+38.9% | $4,348-5.7% | $2,757+48.8% |
| Participant deferral / active EE | $6,528 | $4,476+45.9% | $6,035+8.2% | $4,300+51.8% |
| Admin fee / account holder | $7,456 | $8,221-9.3% | $12,696-41.3% | $6,925+7.7% |