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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 | $225,026 | $112,729+99.6% | $98,716+128.0% | $137,256+63.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.15% | 38.48%-29.3pp | 31.81%-22.7pp | 220.34%-211.2pp |
| Employer contribution / active EE | $10,966 | $2,725+302.4% | $2,279+381.3% | $4,156+163.9% |
| Participant deferral / active EE | $7,889 | $4,640+70.0% | $4,048+94.9% | $6,407+23.1% |
| Admin fee / account holder | $5,006 | $10,129-50.6% | $8,703-42.5% | $12,270-59.2% |