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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 | $118,972 | $67,602+76.0% | $82,312+44.5% | $70,126+69.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.35% | 21.57%-10.2pp | 25.88%-14.5pp | 73.15%-61.8pp |
| Employer contribution / active EE | $1,472 | $1,755-16.1% | $2,428-39.4% | $2,343-37.1% |
| Participant deferral / active EE | $5,716 | $2,987+91.4% | $3,706+54.2% | $3,332+71.6% |
| Admin fee / account holder | $313 | $4,512-93.1% | $5,608-94.4% | $4,645-93.3% |