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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 | $134,478 | $117,895+14.1% | $102,460+31.2% | $145,897-7.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.33% | 31.92%-25.6pp | 29.47%-23.1pp | 552.29%-546.0pp |
| Employer contribution / active EE | $2,083 | $3,619-42.4% | $3,025-31.1% | $4,663-55.3% |
| Participant deferral / active EE | $2,473 | $5,736-56.9% | $5,056-51.1% | $6,689-63.0% |
| Admin fee / account holder | $16,550 | $13,353+23.9% | $9,460+74.9% | $13,390+23.6% |