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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 | $117,829+14.1% | $102,423+31.3% | $145,877-7.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.33% | 31.83%-25.5pp | 29.42%-23.1pp | 551.28%-545.0pp |
| Employer contribution / active EE | $2,083 | $3,615-42.4% | $3,023-31.1% | $4,663-55.3% |
| Participant deferral / active EE | $2,473 | $5,732-56.9% | $5,054-51.1% | $6,691-63.0% |
| Admin fee / account holder | $16,550 | $13,335+24.1% | $9,455+75.0% | $13,402+23.5% |