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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 | $193,332 | $123,155+57.0% | $108,753+77.8% | $155,188+24.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 2.54% | 44.73%-42.2pp | 37.47%-34.9pp | 148.84%-146.3pp |
| Employer contribution / active EE | $3,961 | $2,811+40.9% | $2,427+63.3% | $4,248-6.7% |
| Participant deferral / active EE | $7,853 | $4,623+69.9% | $4,115+90.9% | $6,531+20.2% |
| Admin fee / account holder | $2,700 | $12,126-77.7% | $10,320-73.8% | $14,480-81.4% |