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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 | $150,514 | $116,190+29.5% | $93,614+60.8% | $152,885-1.6% |
| Participation rate | 83.3% | 78.0%+5.3pp | 75.8%+7.5pp | 82.5%+0.9pp |
| Annual return | 7.14% | 35.96%-28.8pp | 32.76%-25.6pp | 345.39%-338.2pp |
| Employer contribution / active EE | $1,542 | $3,219-52.1% | $2,718-43.3% | $4,763-67.6% |
| Participant deferral / active EE | $0 | $4,604-100.0% | $4,069-100.0% | $5,851-100.0% |
| Admin fee / account holder | $7,243 | $10,749-32.6% | $7,889-8.2% | $11,598-37.5% |