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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 | $154,029 | $161,352-4.5% | $134,172+14.8% | $137,256+12.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 8.99% | 28.72%-19.7pp | 25.30%-16.3pp | 220.34%-211.3pp |
| Employer contribution / active EE | $3,846 | $4,099-6.2% | $3,420+12.5% | $4,156-7.5% |
| Participant deferral / active EE | $0 | $5,552-100.0% | $4,690-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,064 | $15,028-66.3% | $12,016-57.9% | $12,270-58.7% |