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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 | $154,056 | $106,524+44.6% | $152,301+1.2% | $87,485+76.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 4.90% | 26.89%-22.0pp | 80.50%-75.6pp | 26.06%-21.2pp |
| Employer contribution / active EE | $6,068 | $3,371+80.0% | $4,624+31.2% | $2,596+133.7% |
| Participant deferral / active EE | $6,716 | $6,525+2.9% | $8,004-16.1% | $4,274+57.1% |
| Admin fee / account holder | $3,130 | $8,287-62.2% | $14,398-78.3% | $7,775-59.7% |