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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 | $95,404+153.1% | $113,397+112.9% | $82,637+192.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 5.29% | 19.08%-13.8pp | 23.20%-17.9pp | 53.51%-48.2pp |
| Employer contribution / active EE | $1,607 | $2,307-30.3% | $2,977-46.0% | $2,552-37.0% |
| Participant deferral / active EE | $2,707 | $4,220-35.8% | $5,076-46.7% | $4,126-34.4% |
| Admin fee / account holder | $6,262 | $9,168-31.7% | $11,957-47.6% | $7,339-14.7% |