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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 | $72,112 | $57,590+25.2% | $86,233-16.4% | $82,448-12.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 12.58% | 22.41%-9.8pp | 61.39%-48.8pp | 41.64%-29.1pp |
| Employer contribution / active EE | $2,838 | $1,655+71.5% | $2,504+13.3% | $2,551+11.3% |
| Participant deferral / active EE | $4,147 | $3,080+34.7% | $4,559-9.0% | $4,139+0.2% |
| Admin fee / account holder | $542 | $4,730-88.5% | $8,342-93.5% | $7,234-92.5% |