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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 | $136,075 | $161,352-15.7% | $134,172+1.4% | $137,256-0.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 6.41% | 28.72%-22.3pp | 25.30%-18.9pp | 220.34%-213.9pp |
| Employer contribution / active EE | $5,904 | $4,099+44.0% | $3,420+72.6% | $4,156+42.1% |
| Participant deferral / active EE | $11,526 | $5,552+107.6% | $4,690+145.7% | $6,407+79.9% |
| Admin fee / account holder | $70,285 | $15,028+367.7% | $12,016+484.9% | $12,270+472.8% |