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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 | $76,924 | $49,791+54.5% | $78,210-1.6% | $70,126+9.7% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 7.96% | 20.75%-12.8pp | 40.90%-32.9pp | 73.15%-65.2pp |
| Employer contribution / active EE | $3,990 | $1,430+179.1% | $2,034+96.2% | $2,343+70.3% |
| Participant deferral / active EE | $3,526 | $2,150+64.0% | $2,823+24.9% | $3,332+5.8% |
| Admin fee / account holder | $4,158 | $3,181+30.7% | $3,758+10.6% | $4,645-10.5% |