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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 | $210,673 | $135,956+55.0% | $123,894+70.0% | $273,972-23.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 0.87% | 56.63%-55.8pp | 47.52%-46.6pp | 41.46%-40.6pp |
| Employer contribution / active EE | $4,798 | $5,170-7.2% | $4,617+3.9% | $4,869-1.5% |
| Participant deferral / active EE | $8,000 | $6,343+26.1% | $5,984+33.7% | $5,287+51.3% |
| Admin fee / account holder | $2,195 | $9,817-77.6% | $8,357-73.7% | $10,133-78.3% |