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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 | $69,836 | $65,712+6.3% | $57,196+22.1% | $273,972-74.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 0.74% | 22.01%-21.3pp | 14.59%-13.9pp | 41.46%-40.7pp |
| Employer contribution / active EE | $4,891 | $3,280+49.1% | $2,683+82.3% | $4,869+0.5% |
| Participant deferral / active EE | $3,112 | $3,782-17.7% | $3,096+0.5% | $5,287-41.1% |
| Admin fee / account holder | $6,329 | $4,838+30.8% | $3,141+101.5% | $10,133-37.5% |