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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 | $179,796 | $117,895+52.5% | $102,460+75.5% | $145,897+23.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.38% | 31.92%-26.5pp | 29.47%-24.1pp | 552.29%-546.9pp |
| Employer contribution / active EE | $1,517 | $3,619-58.1% | $3,025-49.9% | $4,663-67.5% |
| Participant deferral / active EE | $2,690 | $5,736-53.1% | $5,056-46.8% | $6,689-59.8% |
| Admin fee / account holder | $10,300 | $13,353-22.9% | $9,460+8.9% | $13,390-23.1% |