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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 | $143,551 | $115,931+23.8% | $185,441-22.6% | $86,983+65.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 80.3%+19.7pp | 69.5%+30.5pp |
| Annual return | 4.03% | 21.47%-17.4pp | 20.16%-16.1pp | 25.83%-21.8pp |
| Employer contribution / active EE | $3,943 | $2,937+34.2% | $4,672-15.6% | $2,584+52.5% |
| Participant deferral / active EE | $0 | $4,551-100.0% | $6,152-100.0% | $4,194-100.0% |
| Admin fee / account holder | $18,949 | $10,687+77.3% | $17,890+5.9% | $7,856+141.2% |