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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 | $194,663 | $95,453+103.9% | $112,040+73.7% | $82,448+136.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 4.34% | 23.92%-19.6pp | 24.52%-20.2pp | 41.64%-37.3pp |
| Employer contribution / active EE | $19,213 | $2,318+728.9% | $2,954+550.4% | $2,551+653.2% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $13,320 | $9,013+47.8% | $12,098+10.1% | $7,234+84.1% |