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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 | $141,485 | $100,262+41.1% | $81,370+73.9% | $145,897-3.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 6.75% | 34.52%-27.8pp | 24.85%-18.1pp | 552.29%-545.5pp |
| Employer contribution / active EE | $3,162 | $2,979+6.2% | $2,464+28.3% | $4,663-32.2% |
| Participant deferral / active EE | $6,447 | $4,612+39.8% | $3,885+65.9% | $6,689-3.6% |
| Admin fee / account holder | $663 | $8,163-91.9% | $5,749-88.5% | $13,390-95.1% |