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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 | $138,312+13.4% | $122,979+27.5% | $155,188+1.0% |
| Participation rate | 100.0% | 80.2%+19.8pp | 77.2%+22.8pp | 80.8%+19.2pp |
| Annual return | 6.22% | 22.06%-15.8pp | 20.12%-13.9pp | 148.84%-142.6pp |
| Employer contribution / active EE | $4,348 | $3,530+23.2% | $3,062+42.0% | $4,248+2.4% |
| Participant deferral / active EE | $0 | $5,592-100.0% | $5,003-100.0% | $6,531-100.0% |
| Admin fee / account holder | $4,285 | $15,089-71.6% | $12,864-66.7% | $14,480-70.4% |