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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 | $131,739 | $114,013+15.5% | $103,693+27.0% | $155,188-15.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 5.19% | 49.31%-44.1pp | 47.61%-42.4pp | 148.84%-143.6pp |
| Employer contribution / active EE | $3,742 | $3,131+19.5% | $2,920+28.1% | $4,248-11.9% |
| Participant deferral / active EE | $8,069 | $4,970+62.4% | $4,579+76.2% | $6,531+23.5% |
| Admin fee / account holder | $12,401 | $8,407+47.5% | $7,858+57.8% | $14,480-14.4% |