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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 | $175,324 | $201,259-12.9% | $184,200-4.8% | $145,959+20.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 8.16% | 28.98%-20.8pp | 28.80%-20.6pp | 561.95%-553.8pp |
| Employer contribution / active EE | $13,125 | $7,018+87.0% | $6,424+104.3% | $4,661+181.6% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,132-100.0% | $6,689-100.0% |
| Admin fee / account holder | $7,912 | $16,372-51.7% | $13,907-43.1% | $13,398-40.9% |