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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 | $169,119 | $117,846+43.5% | $102,434+65.1% | $145,884+15.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 8.19% | 31.90%-23.7pp | 29.46%-21.3pp | 551.85%-543.7pp |
| Employer contribution / active EE | $6,737 | $3,615+86.4% | $3,023+122.9% | $4,662+44.5% |
| Participant deferral / active EE | $5,200 | $5,733-9.3% | $5,055+2.9% | $6,690-22.3% |
| Admin fee / account holder | $3,809 | $13,356-71.5% | $9,462-59.7% | $13,392-71.6% |