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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 | $188,703 | $100,194+88.3% | $122,979+53.4% | $86,983+116.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 7.10% | 16.47%-9.4pp | 20.12%-13.0pp | 25.83%-18.7pp |
| Employer contribution / active EE | $9,091 | $2,326+290.9% | $3,062+196.9% | $2,584+251.8% |
| Participant deferral / active EE | $5,440 | $4,133+31.6% | $5,003+8.7% | $4,194+29.7% |
| Admin fee / account holder | $10,899 | $10,148+7.4% | $12,864-15.3% | $7,856+38.7% |