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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 | $94,397 | $37,436+152.2% | $77,513+21.8% | $79,858+18.2% |
| Participation rate | 100.0% | 41.5%+58.5pp | 54.2%+45.8pp | 69.6%+30.4pp |
| Annual return | 8.35% | 39.75%-31.4pp | 54.81%-46.5pp | 31.72%-23.4pp |
| Employer contribution / active EE | $2,551 | $637+300.5% | $987+158.6% | $2,471+3.2% |
| Participant deferral / active EE | $3,033 | $1,261+140.6% | $1,861+62.9% | $3,740-18.9% |
| Admin fee / account holder | $1,365 | $2,505-45.5% | $2,859-52.3% | $5,306-74.3% |