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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 | $97,550+93.4% | $120,344+56.8% | $87,485+115.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 7.10% | 18.41%-11.3pp | 20.30%-13.2pp | 26.06%-19.0pp |
| Employer contribution / active EE | $9,091 | $2,291+296.8% | $3,020+201.0% | $2,596+250.2% |
| Participant deferral / active EE | $5,440 | $4,230+28.6% | $5,135+5.9% | $4,274+27.3% |
| Admin fee / account holder | $10,899 | $9,543+14.2% | $12,742-14.5% | $7,775+40.2% |