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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 | $118,272 | $77,638+52.3% | $156,551-24.5% | $62,881+88.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.02% | 50.33%-48.3pp | 32.23%-30.2pp | 20.14%-18.1pp |
| Employer contribution / active EE | $3,058 | $3,444-11.2% | $5,501-44.4% | $2,281+34.1% |
| Participant deferral / active EE | $5,112 | $3,046+67.8% | $4,871+4.9% | $3,203+59.6% |
| Admin fee / account holder | $3,030 | $5,561-45.5% | $13,028-76.7% | $4,296-29.5% |