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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 | $109,824 | $78,707+39.5% | $117,861-6.8% | $70,126+56.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 7.29% | 23.30%-16.0pp | 335.11%-327.8pp | 73.15%-65.9pp |
| Employer contribution / active EE | $3,459 | $2,223+55.5% | $3,786-8.7% | $2,343+47.6% |
| Participant deferral / active EE | $3,951 | $3,297+19.8% | $4,482-11.8% | $3,332+18.6% |
| Admin fee / account holder | $5,887 | $5,066+16.2% | $8,021-26.6% | $4,645+26.7% |