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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 | $140,391 | $64,359+118.1% | $90,161+55.7% | $70,126+100.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 10.23% | 28.13%-17.9pp | 34.89%-24.7pp | 73.15%-62.9pp |
| Employer contribution / active EE | $2,927 | $2,046+43.1% | $3,318-11.8% | $2,343+25.0% |
| Participant deferral / active EE | $2,713 | $4,389-38.2% | $5,287-48.7% | $3,332-18.6% |
| Admin fee / account holder | $7,761 | $3,945+96.7% | $5,943+30.6% | $4,645+67.1% |