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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 | $127,170 | $45,050+182.3% | $63,018+101.8% | $70,126+81.3% |
| Participation rate | 98.6% | 69.5%+29.1pp | 74.8%+23.8pp | 69.5%+29.1pp |
| Annual return | 6.12% | 18.76%-12.6pp | 87.62%-81.5pp | 73.15%-67.0pp |
| Employer contribution / active EE | $2,625 | $2,052+27.9% | $2,761-4.9% | $2,343+12.0% |
| Participant deferral / active EE | $1,802 | $2,466-26.9% | $3,330-45.9% | $3,332-45.9% |
| Admin fee / account holder | $4,358 | $2,834+53.8% | $3,601+21.0% | $4,645-6.2% |