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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 | $172,041 | $149,778+14.9% | $118,946+44.6% | $158,966+8.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.24% | 19.95%-15.7pp | 35.89%-31.7pp | 302.95%-298.7pp |
| Employer contribution / active EE | $2,743 | $4,117-33.4% | $3,263-15.9% | $4,762-42.4% |
| Participant deferral / active EE | $3,658 | $5,225-30.0% | $4,266-14.3% | $5,983-38.9% |
| Admin fee / account holder | $57,348 | $8,604+566.5% | $6,581+771.4% | $11,250+409.8% |