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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 | $161,588 | $87,166+85.4% | $76,735+110.6% | $137,256+17.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 9.60% | 26.50%-16.9pp | 29.77%-20.2pp | 220.34%-210.7pp |
| Employer contribution / active EE | $24,395 | $2,904+739.9% | $2,454+894.0% | $4,156+487.0% |
| Participant deferral / active EE | $0 | $4,726-100.0% | $4,088-100.0% | $6,407-100.0% |
| Admin fee / account holder | $14,035 | $8,403+67.0% | $7,189+95.2% | $12,270+14.4% |