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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 | $134,479 | $45,082+198.3% | $69,464+93.6% | $72,975+84.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 5.06% | 22.66%-17.6pp | 28.98%-23.9pp | 81.01%-75.9pp |
| Employer contribution / active EE | $2,802 | $2,055+36.3% | $2,779+0.8% | $2,440+14.8% |
| Participant deferral / active EE | $6,725 | $2,604+158.3% | $3,536+90.2% | $3,608+86.4% |
| Admin fee / account holder | $8,815 | $3,057+188.4% | $3,840+129.6% | $5,124+72.0% |