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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 | $173,684 | $83,485+108.0% | $125,195+38.7% | $72,976+138.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 3.22% | 25.77%-22.5pp | 43.79%-40.6pp | 81.02%-77.8pp |
| Employer contribution / active EE | $5,366 | $2,346+128.7% | $3,866+38.8% | $2,440+119.9% |
| Participant deferral / active EE | $3,286 | $3,586-8.4% | $4,937-33.4% | $3,608-8.9% |
| Admin fee / account holder | $4,016 | $5,518-27.2% | $9,704-58.6% | $5,124-21.6% |