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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 | $102,628 | $64,359+59.5% | $90,161+13.8% | $70,126+46.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 5.09% | 28.13%-23.0pp | 34.89%-29.8pp | 73.15%-68.1pp |
| Employer contribution / active EE | $1,777 | $2,046-13.1% | $3,318-46.4% | $2,343-24.1% |
| Participant deferral / active EE | $5,836 | $4,389+33.0% | $5,287+10.4% | $3,332+75.1% |
| Admin fee / account holder | $24,566 | $3,945+522.7% | $5,943+313.3% | $4,645+428.8% |