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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 | $135,273 | $139,948-3.3% | $121,663+11.2% | $154,746-12.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 7.74% | 230.52%-222.8pp | 147.54%-139.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $15,000 | $3,521+326.0% | $3,020+396.7% | $4,379+242.5% |
| Participant deferral / active EE | $6,622 | $5,629+17.6% | $4,887+35.5% | $6,730-1.6% |
| Admin fee / account holder | $7,097 | $17,321-59.0% | $14,289-50.3% | $14,365-50.6% |