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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 | $147,124 | $93,598+57.2% | $135,974+8.2% | $75,173+95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 9.17% | 30.89%-21.7pp | 68.30%-59.1pp | 160.72%-151.6pp |
| Employer contribution / active EE | $4,649 | $3,538+31.4% | $4,859-4.3% | $2,671+74.0% |
| Participant deferral / active EE | $0 | $6,405-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $15,650 | $6,978+124.3% | $10,767+45.4% | $5,651+177.0% |