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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 | $186,607 | $87,834+112.5% | $133,975+39.3% | $62,881+196.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 4.80% | 12.05%-7.3pp | 29.29%-24.5pp | 20.14%-15.3pp |
| Employer contribution / active EE | $4,528 | $3,482+30.0% | $5,211-13.1% | $2,281+98.5% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,736 | $5,372-30.5% | $9,324-59.9% | $4,296-13.0% |