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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 | $116,342 | $78,015+49.1% | $178,505-34.8% | $80,959+43.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 4.79% | 18.10%-13.3pp | 27.16%-22.4pp | 35.67%-30.9pp |
| Employer contribution / active EE | $2,911 | $2,281+27.6% | $3,955-26.4% | $2,757+5.6% |
| Participant deferral / active EE | $5,149 | $4,406+16.9% | $6,280-18.0% | $4,300+19.7% |
| Admin fee / account holder | $1,466 | $7,160-79.5% | $10,428-85.9% | $6,925-78.8% |