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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 | $72,188 | $46,877+54.0% | $122,354-41.0% | $70,126+2.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 8.38% | 24.22%-15.8pp | 30.28%-21.9pp | 73.15%-64.8pp |
| Employer contribution / active EE | $2,379 | $1,288+84.7% | $4,051-41.3% | $2,343+1.6% |
| Participant deferral / active EE | $2,379 | $2,167+9.8% | $3,287-27.6% | $3,332-28.6% |
| Admin fee / account holder | $3,495 | $3,324+5.1% | $5,479-36.2% | $4,645-24.8% |