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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 | $164,994 | $115,810+42.5% | $101,271+62.9% | $158,966+3.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 2.56% | 56.15%-53.6pp | 46.48%-43.9pp | 302.95%-300.4pp |
| Employer contribution / active EE | $4,706 | $4,175+12.7% | $3,660+28.6% | $4,762-1.2% |
| Participant deferral / active EE | $3,472 | $4,958-30.0% | $4,371-20.6% | $5,983-42.0% |
| Admin fee / account holder | $10,351 | $7,248+42.8% | $5,948+74.0% | $11,250-8.0% |