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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 | $116,416 | $95,453+22.0% | $112,040+3.9% | $82,448+41.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 10.78% | 23.92%-13.1pp | 24.52%-13.7pp | 41.64%-30.9pp |
| Employer contribution / active EE | $2,544 | $2,318+9.8% | $2,954-13.9% | $2,551-0.3% |
| Participant deferral / active EE | $6,206 | $4,224+46.9% | $5,098+21.7% | $4,139+49.9% |
| Admin fee / account holder | $2,486 | $9,013-72.4% | $12,098-79.4% | $7,234-65.6% |