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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 | $188,402 | $110,303+70.8% | $95,759+96.7% | $139,487+35.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 2.00% | 27.19%-25.2pp | 28.42%-26.4pp | 373.84%-371.8pp |
| Employer contribution / active EE | $3,537 | $3,261+8.5% | $2,836+24.7% | $4,755-25.6% |
| Participant deferral / active EE | $1,444 | $4,674-69.1% | $4,244-66.0% | $6,713-78.5% |
| Admin fee / account holder | $5,180 | $6,615-21.7% | $5,678-8.8% | $11,407-54.6% |