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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 | $232,307 | $181,896+27.7% | $156,551+48.4% | $273,972-15.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 0.13% | 30.74%-30.6pp | 32.23%-32.1pp | 41.46%-41.3pp |
| Employer contribution / active EE | $11,146 | $6,248+78.4% | $5,501+102.6% | $4,869+128.9% |
| Participant deferral / active EE | $0 | $5,550-100.0% | $4,871-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,003 | $15,560-74.3% | $13,028-69.3% | $10,133-60.5% |