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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 | $150,536 | $103,164+45.9% | $90,259+66.8% | $154,746-2.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 70.7%+29.3pp | 80.7%+19.3pp |
| Annual return | 6.23% | 19.25%-13.0pp | 18.88%-12.7pp | 172.34%-166.1pp |
| Employer contribution / active EE | $1,942 | $2,532-23.3% | $2,291-15.2% | $4,379-55.7% |
| Participant deferral / active EE | $8,395 | $4,422+89.9% | $3,827+119.4% | $6,730+24.7% |
| Admin fee / account holder | $834 | $8,593-90.3% | $7,267-88.5% | $14,365-94.2% |