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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 | $137,441 | $89,367+53.8% | $141,191-2.7% | $72,975+88.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.76% | 111.87%-93.1pp | 71.41%-52.6pp | 81.01%-62.2pp |
| Employer contribution / active EE | $2,208 | $3,115-29.1% | $4,736-53.4% | $2,440-9.5% |
| Participant deferral / active EE | $5,814 | $5,419+7.3% | $6,710-13.4% | $3,608+61.2% |
| Admin fee / account holder | $7,572 | $5,957+27.1% | $10,264-26.2% | $5,124+47.8% |