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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 | $73,733 | $54,763+34.6% | $90,324-18.4% | $72,976+1.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 15.57% | 30.63%-15.1pp | 78.15%-62.6pp | 81.02%-65.4pp |
| Employer contribution / active EE | $2,718 | $2,093+29.9% | $2,856-4.8% | $2,440+11.4% |
| Participant deferral / active EE | $3,810 | $2,887+32.0% | $3,885-1.9% | $3,608+5.6% |
| Admin fee / account holder | $8,171 | $3,973+105.6% | $5,356+52.6% | $5,124+59.5% |