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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 | $183,758 | $135,956+35.2% | $123,894+48.3% | $273,972-32.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.14% | 56.63%-53.5pp | 47.52%-44.4pp | 41.46%-38.3pp |
| Employer contribution / active EE | $2,477 | $5,170-52.1% | $4,617-46.3% | $4,869-49.1% |
| Participant deferral / active EE | $5,774 | $6,343-9.0% | $5,984-3.5% | $5,287+9.2% |
| Admin fee / account holder | $394 | $9,817-96.0% | $8,357-95.3% | $10,133-96.1% |