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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 | $241,428 | $95,453+152.9% | $112,040+115.5% | $82,448+192.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 5.29% | 23.92%-18.6pp | 24.52%-19.2pp | 41.64%-36.4pp |
| Employer contribution / active EE | $1,607 | $2,318-30.7% | $2,954-45.6% | $2,551-37.0% |
| Participant deferral / active EE | $2,707 | $4,224-35.9% | $5,098-46.9% | $4,139-34.6% |
| Admin fee / account holder | $6,262 | $9,013-30.5% | $12,098-48.2% | $7,234-13.4% |