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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 | $104,277 | $76,551+36.2% | $123,894-15.8% | $62,881+65.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 2.27% | 18.68%-16.4pp | 47.52%-45.2pp | 20.14%-17.9pp |
| Employer contribution / active EE | $9,334 | $2,882+223.8% | $4,617+102.2% | $2,281+309.2% |
| Participant deferral / active EE | $3,905 | $4,840-19.3% | $5,984-34.7% | $3,203+21.9% |
| Admin fee / account holder | $1,841 | $4,826-61.9% | $8,357-78.0% | $4,296-57.1% |