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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 | $148,984 | $76,407+95.0% | $150,298-0.9% | $82,448+80.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 9.91% | 39.99%-30.1pp | 62.79%-52.9pp | 41.64%-31.7pp |
| Employer contribution / active EE | $4,058 | $2,614+55.3% | $4,154-2.3% | $2,551+59.1% |
| Participant deferral / active EE | $4,602 | $3,214+43.2% | $5,453-15.6% | $4,139+11.2% |
| Admin fee / account holder | $1,531 | $6,352-75.9% | $14,116-89.2% | $7,234-78.8% |