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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 | $154,488 | $96,508+60.1% | $75,901+103.5% | $152,897+1.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.5%+17.5pp |
| Annual return | 7.26% | 33.99%-26.7pp | 30.76%-23.5pp | 345.43%-338.2pp |
| Employer contribution / active EE | $2,849 | $3,310-13.9% | $2,501+13.9% | $4,764-40.2% |
| Participant deferral / active EE | $4,831 | $4,554+6.1% | $3,603+34.1% | $5,851-17.4% |
| Admin fee / account holder | $817 | $8,081-89.9% | $5,420-84.9% | $11,599-93.0% |