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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 | $117,829+23.2% | $102,423+41.8% | $145,877-0.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.90% | 31.83%-25.9pp | 29.42%-23.5pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,336 | $3,615-63.0% | $3,023-55.8% | $4,663-71.4% |
| Participant deferral / active EE | $2,183 | $5,732-61.9% | $5,054-56.8% | $6,691-67.4% |
| Admin fee / account holder | $1,694 | $13,335-87.3% | $9,455-82.1% | $13,402-87.4% |