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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 | $155,083 | $161,352-3.9% | $134,172+15.6% | $137,256+13.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 6.93% | 28.72%-21.8pp | 25.30%-18.4pp | 220.34%-213.4pp |
| Employer contribution / active EE | $3,594 | $4,099-12.3% | $3,420+5.1% | $4,156-13.5% |
| Participant deferral / active EE | $5,257 | $5,552-5.3% | $4,690+12.1% | $6,407-18.0% |
| Admin fee / account holder | $49,695 | $15,028+230.7% | $12,016+313.6% | $12,270+305.0% |