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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 | $139,360 | $134,817+3.4% | $123,973+12.4% | $155,188-10.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 6.21% | 515.49%-509.3pp | 388.13%-381.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $1,759 | $4,425-60.2% | $4,126-57.4% | $4,248-58.6% |
| Participant deferral / active EE | $3,800 | $5,706-33.4% | $5,247-27.6% | $6,531-41.8% |
| Admin fee / account holder | $4,285 | $13,245-67.7% | $11,799-63.7% | $14,480-70.4% |