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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 | $146,832 | $84,236+74.3% | $170,435-13.8% | $70,126+109.4% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 8.84% | 23.06%-14.2pp | 205.94%-197.1pp | 73.15%-64.3pp |
| Employer contribution / active EE | $2,885 | $3,387-14.8% | $5,432-46.9% | $2,343+23.1% |
| Participant deferral / active EE | $4,511 | $3,086+46.2% | $4,939-8.7% | $3,332+35.4% |
| Admin fee / account holder | $7,809 | $5,698+37.0% | $13,881-43.7% | $4,645+68.1% |