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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 | $181,043 | $64,920+178.9% | $103,693+74.6% | $86,983+108.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 8.57% | 30.29%-21.7pp | 47.61%-39.0pp | 25.83%-17.3pp |
| Employer contribution / active EE | $12,233 | $2,141+471.4% | $2,920+318.9% | $2,584+373.3% |
| Participant deferral / active EE | $0 | $3,241-100.0% | $4,579-100.0% | $4,194-100.0% |
| Admin fee / account holder | $9,900 | $6,191+59.9% | $7,858+26.0% | $7,856+26.0% |