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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 | $156,366 | $98,776+58.3% | $149,745+4.4% | $79,856+95.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 4.89% | 27.38%-22.5pp | 276.72%-271.8pp | 31.71%-26.8pp |
| Employer contribution / active EE | $2,937 | $3,217-8.7% | $4,646-36.8% | $2,471+18.9% |
| Participant deferral / active EE | $7,807 | $5,681+37.4% | $6,843+14.1% | $3,741+108.7% |
| Admin fee / account holder | $3,941 | $6,053-34.9% | $9,312-57.7% | $5,306-25.7% |