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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 | $125,904 | $95,453+31.9% | $112,040+12.4% | $82,448+52.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.50% | 23.92%-15.4pp | 24.52%-16.0pp | 41.64%-33.1pp |
| Employer contribution / active EE | $1,905 | $2,318-17.8% | $2,954-35.5% | $2,551-25.3% |
| Participant deferral / active EE | $4,314 | $4,224+2.1% | $5,098-15.4% | $4,139+4.2% |
| Admin fee / account holder | $6,585 | $9,013-26.9% | $12,098-45.6% | $7,234-9.0% |