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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 | $102,245+47.2% | $89,340+68.5% | $137,256+9.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 6.23% | 21.89%-15.7pp | 20.57%-14.3pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,942 | $2,529-23.2% | $2,231-13.0% | $4,156-53.3% |
| Participant deferral / active EE | $8,395 | $4,436+89.2% | $3,823+119.6% | $6,407+31.0% |
| Admin fee / account holder | $834 | $8,085-89.7% | $6,704-87.6% | $12,270-93.2% |