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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 | $104,810 | $91,019+15.2% | $392,568-73.3% | $72,976+43.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 15.10% | 20.00%-4.9pp | 24.42%-9.3pp | 81.02%-65.9pp |
| Employer contribution / active EE | $4,390 | $2,751+59.6% | $3,783+16.0% | $2,440+79.9% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,593 | $4,895-47.0% | $6,260-58.6% | $5,124-49.4% |