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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 | $162,062 | $103,387+56.8% | $87,102+86.1% | $152,885+6.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 6.64% | 28.10%-21.5pp | 28.19%-21.6pp | 345.39%-338.7pp |
| Employer contribution / active EE | $1,344 | $3,221-58.3% | $2,521-46.7% | $4,763-71.8% |
| Participant deferral / active EE | $3,600 | $4,778-24.7% | $4,048-11.1% | $5,851-38.5% |
| Admin fee / account holder | $1,130 | $12,193-90.7% | $7,491-84.9% | $11,598-90.3% |