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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 | $136,591 | $67,602+102.1% | $82,312+65.9% | $70,126+94.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 11.63% | 21.57%-9.9pp | 25.88%-14.3pp | 73.15%-61.5pp |
| Employer contribution / active EE | $2,665 | $1,755+51.9% | $2,428+9.8% | $2,343+13.8% |
| Participant deferral / active EE | $5,724 | $2,987+91.6% | $3,706+54.4% | $3,332+71.8% |
| Admin fee / account holder | $34,792 | $4,512+671.2% | $5,608+520.4% | $4,645+648.9% |