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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 | $151,256 | $72,273+109.3% | $101,275+49.4% | $79,856+89.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | -4.37% | 22.30%-26.7pp | 46.48%-50.9pp | 31.71%-36.1pp |
| Employer contribution / active EE | $4,541 | $2,691+68.8% | $3,660+24.1% | $2,471+83.8% |
| Participant deferral / active EE | $7,024 | $3,282+114.1% | $4,371+60.7% | $3,741+87.8% |
| Admin fee / account holder | $9,865 | $4,401+124.1% | $5,948+65.9% | $5,306+85.9% |