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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 | $233,593 | $78,027+199.4% | $178,528+30.8% | $80,925+188.7% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 8.05% | 18.09%-10.0pp | 27.11%-19.1pp | 35.65%-27.6pp |
| Employer contribution / active EE | $9,991 | $2,281+337.9% | $3,950+152.9% | $2,756+262.5% |
| Participant deferral / active EE | $0 | $4,408-100.0% | $6,278-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,359 | $7,168-11.3% | $10,419-39.0% | $6,940-8.4% |