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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 | $166,700 | $87,166+91.2% | $76,735+117.2% | $137,256+21.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 5.32% | 26.50%-21.2pp | 29.77%-24.4pp | 220.34%-215.0pp |
| Employer contribution / active EE | $5,125 | $2,904+76.5% | $2,454+108.8% | $4,156+23.3% |
| Participant deferral / active EE | $4,026 | $4,726-14.8% | $4,088-1.5% | $6,407-37.2% |
| Admin fee / account holder | $1,161 | $8,403-86.2% | $7,189-83.9% | $12,270-90.5% |