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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 | $122,138 | $72,114+69.4% | $108,745+12.3% | $62,881+94.2% |
| Participation rate | 100.0% | 74.6%+25.4pp | 77.7%+22.3pp | 69.3%+30.7pp |
| Annual return | 3.47% | 13.41%-9.9pp | 46.22%-42.8pp | 20.14%-16.7pp |
| Employer contribution / active EE | $2,502 | $2,694-7.1% | $3,323-24.7% | $2,281+9.7% |
| Participant deferral / active EE | $0 | $4,044-100.0% | $5,121-100.0% | $3,203-100.0% |
| Admin fee / account holder | $4,942 | $4,608+7.2% | $6,144-19.6% | $4,296+15.0% |