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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 | $137,463 | $93,598+46.9% | $135,974+1.1% | $75,173+82.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 14.15% | 30.89%-16.7pp | 68.30%-54.2pp | 160.72%-146.6pp |
| Employer contribution / active EE | $3,536 | $3,5380% | $4,859-27.2% | $2,671+32.4% |
| Participant deferral / active EE | $8,212 | $6,405+28.2% | $7,760+5.8% | $4,126+99.0% |
| Admin fee / account holder | $7,750 | $6,978+11.1% | $10,767-28.0% | $5,651+37.2% |