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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 | $157,933 | $76,551+106.3% | $123,894+27.5% | $62,881+151.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.30% | 18.68%-14.4pp | 47.52%-43.2pp | 20.14%-15.8pp |
| Employer contribution / active EE | $4,918 | $2,882+70.6% | $4,617+6.5% | $2,281+115.6% |
| Participant deferral / active EE | $7,627 | $4,840+57.6% | $5,984+27.4% | $3,203+138.1% |
| Admin fee / account holder | $1,968 | $4,826-59.2% | $8,357-76.5% | $4,296-54.2% |