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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 | $152,596 | $136,860+11.5% | $120,344+26.8% | $154,746-1.4% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 5.02% | 21.38%-16.4pp | 20.30%-15.3pp | 172.34%-167.3pp |
| Employer contribution / active EE | $4,620 | $3,533+30.8% | $3,020+53.0% | $4,379+5.5% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $966 | $15,393-93.7% | $12,742-92.4% | $14,365-93.3% |