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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 | $147,940 | $77,574+90.7% | $108,753+36.0% | $86,983+70.1% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 8.67% | 18.42%-9.7pp | 37.47%-28.8pp | 25.83%-17.2pp |
| Employer contribution / active EE | $2,636 | $1,611+63.6% | $2,427+8.6% | $2,584+2.0% |
| Participant deferral / active EE | $5,036 | $3,128+61.0% | $4,115+22.4% | $4,194+20.1% |
| Admin fee / account holder | $4,657 | $6,529-28.7% | $10,320-54.9% | $7,856-40.7% |