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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 | $220,968 | $87,834+151.6% | $133,975+64.9% | $62,881+251.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.15% | 12.05%-8.9pp | 29.29%-26.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $10,273 | $3,482+195.0% | $5,211+97.1% | $2,281+350.4% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $6,961 | $5,372+29.6% | $9,324-25.3% | $4,296+62.0% |