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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 | $186,178 | $95,453+95.0% | $112,040+66.2% | $82,448+125.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.64% | 23.92%-14.3pp | 24.52%-14.9pp | 41.64%-32.0pp |
| Employer contribution / active EE | $4,269 | $2,318+84.2% | $2,954+44.5% | $2,551+67.4% |
| Participant deferral / active EE | $6,354 | $4,224+50.4% | $5,098+24.6% | $4,139+53.5% |
| Admin fee / account holder | $5,726 | $9,013-36.5% | $12,098-52.7% | $7,234-20.8% |