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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 | $150,063 | $217,432-31.0% | $185,849-19.3% | $167,536-10.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 8.82% | 148.42%-139.6pp | 122.10%-113.3pp | 478.82%-470.0pp |
| Employer contribution / active EE | $5,400 | $5,875-8.1% | $5,169+4.5% | $4,839+11.6% |
| Participant deferral / active EE | $2,605 | $6,357-59.0% | $5,569-53.2% | $6,342-58.9% |
| Admin fee / account holder | $14,235 | $19,818-28.2% | $16,244-12.4% | $12,315+15.6% |