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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 | $59,311 | $45,050+31.7% | $63,018-5.9% | $70,126-15.4% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.88% | 18.76%-7.9pp | 87.62%-76.7pp | 73.15%-62.3pp |
| Employer contribution / active EE | $3,361 | $2,052+63.8% | $2,761+21.7% | $2,343+43.5% |
| Participant deferral / active EE | $4,206 | $2,466+70.6% | $3,330+26.3% | $3,332+26.2% |
| Admin fee / account holder | $4,615 | $2,834+62.9% | $3,601+28.2% | $4,645-0.7% |