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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 | $145,192 | $117,859+23.2% | $102,438+41.7% | $145,959-0.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.90% | 31.72%-25.8pp | 29.37%-23.5pp | 561.95%-556.0pp |
| Employer contribution / active EE | $1,336 | $3,615-63.1% | $3,024-55.8% | $4,661-71.3% |
| Participant deferral / active EE | $2,183 | $5,732-61.9% | $5,054-56.8% | $6,689-67.4% |
| Admin fee / account holder | $1,694 | $13,318-87.3% | $9,448-82.1% | $13,398-87.4% |