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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 | $126,196 | $76,550+64.9% | $123,894+1.9% | $62,881+100.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.68% | 18.67%-14.0pp | 47.52%-42.8pp | 20.14%-15.5pp |
| Employer contribution / active EE | $5,765 | $2,882+100.0% | $4,617+24.9% | $2,281+152.8% |
| Participant deferral / active EE | $4,788 | $4,840-1.1% | $5,984-20.0% | $3,203+49.5% |
| Admin fee / account holder | $8,740 | $4,826+81.1% | $8,357+4.6% | $4,296+103.5% |