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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 | $173,745 | $99,875+74.0% | $146,866+18.3% | $86,983+99.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 8.75% | 28.10%-19.3pp | 102.85%-94.1pp | 25.83%-17.1pp |
| Employer contribution / active EE | $4,718 | $3,224+46.3% | $4,425+6.6% | $2,584+82.6% |
| Participant deferral / active EE | $9,130 | $6,322+44.4% | $7,759+17.7% | $4,194+117.7% |
| Admin fee / account holder | $16,308 | $7,838+108.1% | $13,620+19.7% | $7,856+107.6% |