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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 | $172,111 | $107,666+59.9% | $102,184+68.4% | $154,746+11.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 82.6%+17.4pp | 80.7%+19.3pp |
| Annual return | 10.96% | 29.33%-18.4pp | 31.58%-20.6pp | 172.34%-161.4pp |
| Employer contribution / active EE | $7,428 | $3,846+93.1% | $3,594+106.7% | $4,379+69.6% |
| Participant deferral / active EE | $0 | $8,719-100.0% | $8,309-100.0% | $6,730-100.0% |
| Admin fee / account holder | $9,260 | $12,943-28.5% | $11,609-20.2% | $14,365-35.5% |