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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 | $150,903 | $80,983+86.3% | $96,544+56.3% | $75,177+100.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 6.86% | 27.05%-20.2pp | 25.88%-19.0pp | 160.75%-153.9pp |
| Employer contribution / active EE | $3,238 | $2,282+41.9% | $2,966+9.2% | $2,671+21.2% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $10,350 | $6,717+54.1% | $8,254+25.4% | $5,651+83.1% |