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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 | $155,065 | $117,444+32.0% | $99,479+55.9% | $152,909+1.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.5%+17.5pp |
| Annual return | 2.30% | 31.87%-29.6pp | 30.72%-28.4pp | 345.46%-343.2pp |
| Employer contribution / active EE | $3,515 | $3,014+16.6% | $2,540+38.4% | $4,764-26.2% |
| Participant deferral / active EE | $1,422 | $4,086-65.2% | $3,619-60.7% | $5,851-75.7% |
| Admin fee / account holder | $3,708 | $7,635-51.4% | $6,253-40.7% | $11,601-68.0% |