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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 | $98,068 | $67,602+45.1% | $82,312+19.1% | $70,126+39.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 12.14% | 21.57%-9.4pp | 25.88%-13.7pp | 73.15%-61.0pp |
| Employer contribution / active EE | $2,376 | $1,755+35.4% | $2,428-2.2% | $2,343+1.4% |
| Participant deferral / active EE | $4,797 | $2,987+60.6% | $3,706+29.4% | $3,332+44.0% |
| Admin fee / account holder | $11,605 | $4,512+157.2% | $5,608+106.9% | $4,645+149.8% |