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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 | $162,965 | $117,895+38.2% | $102,460+59.1% | $145,897+11.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 5.88% | 31.92%-26.0pp | 29.47%-23.6pp | 552.29%-546.4pp |
| Employer contribution / active EE | $8,281 | $3,619+128.8% | $3,025+173.7% | $4,663+77.6% |
| Participant deferral / active EE | $15,250 | $5,736+165.9% | $5,056+201.6% | $6,689+128.0% |
| Admin fee / account holder | $5,000 | $13,353-62.6% | $9,460-47.1% | $13,390-62.7% |