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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 | $142,091 | $139,948+1.5% | $121,663+16.8% | $154,746-8.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 7.43% | 230.52%-223.1pp | 147.54%-140.1pp | 172.34%-164.9pp |
| Employer contribution / active EE | $2,075 | $3,521-41.1% | $3,020-31.3% | $4,379-52.6% |
| Participant deferral / active EE | $7,030 | $5,629+24.9% | $4,887+43.8% | $6,730+4.5% |
| Admin fee / account holder | $6,553 | $17,321-62.2% | $14,289-54.1% | $14,365-54.4% |