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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 | $135,177 | $91,019+48.5% | $392,568-65.6% | $72,976+85.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 0.52% | 20.00%-19.5pp | 24.42%-23.9pp | 81.02%-80.5pp |
| Employer contribution / active EE | $2,949 | $2,751+7.2% | $3,783-22.0% | $2,440+20.9% |
| Participant deferral / active EE | $2,818 | $4,570-38.3% | $5,985-52.9% | $3,608-21.9% |
| Admin fee / account holder | $7,066 | $4,895+44.4% | $6,260+12.9% | $5,124+37.9% |