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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 | $101,903 | $72,492+40.6% | $87,104+17.0% | $72,975+39.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.93% | 24.46%-8.5pp | 28.19%-12.3pp | 81.01%-65.1pp |
| Employer contribution / active EE | $3,375 | $1,894+78.2% | $2,521+33.9% | $2,440+38.3% |
| Participant deferral / active EE | $4,478 | $3,270+37.0% | $4,048+10.6% | $3,608+24.1% |
| Admin fee / account holder | $5,245 | $5,055+3.8% | $7,491-30.0% | $5,124+2.4% |