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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 | $175,541 | $106,524+64.8% | $152,301+15.3% | $87,485+100.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 6.33% | 26.89%-20.6pp | 80.50%-74.2pp | 26.06%-19.7pp |
| Employer contribution / active EE | $4,140 | $3,371+22.8% | $4,624-10.5% | $2,596+59.5% |
| Participant deferral / active EE | $7,560 | $6,525+15.9% | $8,004-5.5% | $4,274+76.9% |
| Admin fee / account holder | $32,861 | $8,287+296.5% | $14,398+128.2% | $7,775+322.7% |