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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 | $135,905 | $81,331+67.1% | $155,534-12.6% | $80,935+67.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 6.77% | 33.37%-26.6pp | 64.92%-58.1pp | 35.66%-28.9pp |
| Employer contribution / active EE | $2,471 | $3,105-20.4% | $4,675-47.1% | $2,757-10.4% |
| Participant deferral / active EE | $5,384 | $3,454+55.9% | $5,630-4.4% | $4,299+25.2% |
| Admin fee / account holder | $3,761 | $7,999-53.0% | $15,900-76.3% | $6,924-45.7% |