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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 | $75,851 | $45,041+68.4% | $63,003+20.4% | $70,131+8.2% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 10.95% | 18.76%-7.8pp | 87.59%-76.6pp | 73.14%-62.2pp |
| Employer contribution / active EE | $3,317 | $2,052+61.6% | $2,760+20.2% | $2,342+41.6% |
| Participant deferral / active EE | $1,315 | $2,465-46.7% | $3,329-60.5% | $3,332-60.5% |
| Admin fee / account holder | $5,240 | $2,836+84.8% | $3,600+45.6% | $4,645+12.8% |