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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 | $76,623 | $60,349+27.0% | $74,184+3.3% | $62,881+21.9% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 3.77% | 21.38%-17.6pp | 17.74%-14.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $2,972 | $1,680+76.9% | $2,370+25.4% | $2,281+30.3% |
| Participant deferral / active EE | $0 | $2,856-100.0% | $3,550-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,488 | $4,261+75.7% | $5,586+34.0% | $4,296+74.3% |