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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 | $117,904+52.5% | $102,457+75.5% | $145,978+23.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.38% | 31.80%-26.4pp | 29.41%-24.0pp | 550.52%-545.1pp |
| Employer contribution / active EE | $1,517 | $3,613-58.0% | $3,022-49.8% | $4,662-67.5% |
| Participant deferral / active EE | $2,690 | $5,733-53.1% | $5,054-46.8% | $6,690-59.8% |
| Admin fee / account holder | $10,300 | $13,329-22.7% | $9,451+9.0% | $13,400-23.1% |