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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 | $142,131 | $135,956+4.5% | $123,894+14.7% | $273,972-48.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 2.61% | 56.63%-54.0pp | 47.52%-44.9pp | 41.46%-38.9pp |
| Employer contribution / active EE | $7,106 | $5,170+37.5% | $4,617+53.9% | $4,869+46.0% |
| Participant deferral / active EE | $4,839 | $6,343-23.7% | $5,984-19.1% | $5,287-8.5% |
| Admin fee / account holder | $131,781 | $9,817+1242.3% | $8,357+1476.9% | $10,133+1200.6% |