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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 | $107,013 | $72,486+47.6% | $87,103+22.9% | $72,976+46.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 3.75% | 24.46%-20.7pp | 28.19%-24.4pp | 81.02%-77.3pp |
| Employer contribution / active EE | $4,688 | $1,894+147.5% | $2,521+85.9% | $2,440+92.1% |
| Participant deferral / active EE | $2,080 | $3,270-36.4% | $4,049-48.6% | $3,608-42.4% |
| Admin fee / account holder | $3,174 | $5,055-37.2% | $7,491-57.6% | $5,124-38.1% |