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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 | $129,655 | $117,846+10.0% | $102,434+26.6% | $145,884-11.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 3.08% | 31.90%-28.8pp | 29.46%-26.4pp | 551.85%-548.8pp |
| Employer contribution / active EE | $3,571 | $3,615-1.2% | $3,023+18.1% | $4,662-23.4% |
| Participant deferral / active EE | $0 | $5,733-100.0% | $5,055-100.0% | $6,690-100.0% |
| Admin fee / account holder | $1,389 | $13,356-89.6% | $9,462-85.3% | $13,392-89.6% |