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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 | $138,289 | $108,825+27.1% | $156,181-11.5% | $82,448+67.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 6.80% | 20.59%-13.8pp | 64.87%-58.1pp | 41.64%-34.8pp |
| Employer contribution / active EE | $2,456 | $2,870-14.4% | $4,294-42.8% | $2,551-3.7% |
| Participant deferral / active EE | $5,915 | $4,577+29.2% | $6,132-3.5% | $4,139+42.9% |
| Admin fee / account holder | $7,860 | $9,341-15.9% | $14,586-46.1% | $7,234+8.6% |