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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 | $240,987 | $50,554+376.7% | $67,681+256.1% | $87,485+175.5% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 10.48% | 17.81%-7.3pp | 590.58%-580.1pp | 26.06%-15.6pp |
| Employer contribution / active EE | $4,622 | $1,988+132.4% | $2,678+72.6% | $2,596+78.0% |
| Participant deferral / active EE | $7,136 | $2,961+141.0% | $3,976+79.5% | $4,274+67.0% |
| Admin fee / account holder | $3,164 | $4,132-23.4% | $6,100-48.1% | $7,775-59.3% |