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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 | $184,258 | $94,031+96.0% | $115,768+59.2% | $82,448+123.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.97% | 20.61%-8.6pp | 100.46%-88.5pp | 41.64%-29.7pp |
| Employer contribution / active EE | $2,491 | $2,323+7.2% | $2,940-15.3% | $2,551-2.4% |
| Participant deferral / active EE | $7,570 | $3,972+90.6% | $4,917+54.0% | $4,139+82.9% |
| Admin fee / account holder | $6,776 | $10,249-33.9% | $12,439-45.5% | $7,234-6.3% |