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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 | $143,404 | $95,762+49.7% | $379,746-62.2% | $79,856+79.6% |
| Participation rate | 100.0% | 74.0%+26.0pp | 78.4%+21.6pp | 69.6%+30.4pp |
| Annual return | 9.09% | 18.26%-9.2pp | 34.90%-25.8pp | 31.71%-22.6pp |
| Employer contribution / active EE | $2,813 | $2,695+4.4% | $3,540-20.5% | $2,471+13.8% |
| Participant deferral / active EE | $3,723 | $4,705-20.9% | $6,024-38.2% | $3,741-0.5% |
| Admin fee / account holder | $4,445 | $6,745-34.1% | $7,927-43.9% | $5,306-16.2% |