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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 | $161,955 | $117,829+37.4% | $102,423+58.1% | $145,877+11.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 6.46% | 31.83%-25.4pp | 29.42%-23.0pp | 551.28%-544.8pp |
| Employer contribution / active EE | $13,620 | $3,615+276.8% | $3,023+350.6% | $4,663+192.1% |
| Participant deferral / active EE | $6,975 | $5,732+21.7% | $5,054+38.0% | $6,691+4.3% |
| Admin fee / account holder | $26,619 | $13,335+99.6% | $9,455+181.5% | $13,402+98.6% |