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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 | $179,382 | $157,296+14.0% | $141,191+27.0% | $152,897+17.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 4.11% | 64.34%-60.2pp | 71.41%-67.3pp | 345.43%-341.3pp |
| Employer contribution / active EE | $4,095 | $5,262-22.2% | $4,736-13.5% | $4,764-14.0% |
| Participant deferral / active EE | $6,880 | $7,111-3.2% | $6,710+2.5% | $5,851+17.6% |
| Admin fee / account holder | $3,667 | $12,125-69.8% | $10,264-64.3% | $11,599-68.4% |