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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 | $104,684 | $78,520+33.3% | $96,576+8.4% | $82,448+27.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 14.54% | 41.30%-26.8pp | 38.47%-23.9pp | 41.64%-27.1pp |
| Employer contribution / active EE | $3,025 | $2,630+15.0% | $3,553-14.9% | $2,551+18.6% |
| Participant deferral / active EE | $4,985 | $6,754-26.2% | $7,956-37.3% | $4,139+20.4% |
| Admin fee / account holder | $10,687 | $13,455-20.6% | $11,381-6.1% | $7,234+47.7% |