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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 | $152,183 | $149,754+1.6% | $118,934+28.0% | $158,931-4.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 4.93% | 19.95%-15.0pp | 35.88%-31.0pp | 302.86%-297.9pp |
| Employer contribution / active EE | $3,447 | $4,116-16.3% | $3,263+5.6% | $4,761-27.6% |
| Participant deferral / active EE | $0 | $5,224-100.0% | $4,265-100.0% | $5,982-100.0% |
| Admin fee / account holder | $1,509 | $8,603-82.5% | $6,580-77.1% | $11,247-86.6% |