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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 | $156,785 | $136,860+14.6% | $120,344+30.3% | $154,746+1.3% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 6.22% | 21.38%-15.2pp | 20.30%-14.1pp | 172.34%-166.1pp |
| Employer contribution / active EE | $4,348 | $3,533+23.1% | $3,020+44.0% | $4,379-0.7% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $4,285 | $15,393-72.2% | $12,742-66.4% | $14,365-70.2% |