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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 | $152,448 | $107,421+41.9% | $182,262-16.4% | $94,015+62.2% |
| Participation rate | 96.8% | 77.8%+19.0pp | 84.2%+12.6pp | 70.8%+26.0pp |
| Annual return | 4.86% | 21.32%-16.5pp | 140.60%-135.7pp | 17.84%-13.0pp |
| Employer contribution / active EE | $2,823 | $3,448-18.1% | $5,046-44.1% | $2,790+1.2% |
| Participant deferral / active EE | $0 | $6,558-100.0% | $8,276-100.0% | $4,249-100.0% |
| Admin fee / account holder | $5,120 | $8,692-41.1% | $16,712-69.4% | $8,951-42.8% |