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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 | $100,194+141.0% | $122,979+96.3% | $86,983+177.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 5.29% | 16.47%-11.2pp | 20.12%-14.8pp | 25.83%-20.5pp |
| Employer contribution / active EE | $1,607 | $2,326-30.9% | $3,062-47.5% | $2,584-37.8% |
| Participant deferral / active EE | $2,707 | $4,133-34.5% | $5,003-45.9% | $4,194-35.4% |
| Admin fee / account holder | $6,262 | $10,148-38.3% | $12,864-51.3% | $7,856-20.3% |