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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 | $107,240 | $76,407+40.4% | $150,298-28.6% | $82,448+30.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 10.40% | 39.99%-29.6pp | 62.79%-52.4pp | 41.64%-31.2pp |
| Employer contribution / active EE | $2,398 | $2,614-8.3% | $4,154-42.3% | $2,551-6.0% |
| Participant deferral / active EE | $3,648 | $3,214+13.5% | $5,453-33.1% | $4,139-11.9% |
| Admin fee / account holder | $6,306 | $6,352-0.7% | $14,116-55.3% | $7,234-12.8% |