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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 | $227,574 | $177,156+28.5% | $147,027+54.8% | $154,746+47.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 4.97% | 21.94%-17.0pp | 20.23%-15.3pp | 172.34%-167.4pp |
| Employer contribution / active EE | $15,596 | $4,336+259.6% | $3,626+330.1% | $4,379+256.1% |
| Participant deferral / active EE | $7,303 | $5,797+26.0% | $4,933+48.0% | $6,730+8.5% |
| Admin fee / account holder | $1,319 | $14,904-91.2% | $12,223-89.2% | $14,365-90.8% |