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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 | $151,647 | $117,904+28.6% | $102,457+48.0% | $145,978+3.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 7.35% | 31.80%-24.4pp | 29.41%-22.1pp | 550.52%-543.2pp |
| Employer contribution / active EE | $2,129 | $3,613-41.1% | $3,022-29.6% | $4,662-54.3% |
| Participant deferral / active EE | $7,537 | $5,733+31.5% | $5,054+49.1% | $6,690+12.7% |
| Admin fee / account holder | $7,392 | $13,329-44.5% | $9,451-21.8% | $13,400-44.8% |