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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 | $95,404+97.8% | $113,397+66.4% | $82,637+128.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 7.10% | 19.08%-12.0pp | 23.20%-16.1pp | 53.51%-46.4pp |
| Employer contribution / active EE | $9,091 | $2,307+294.1% | $2,977+205.4% | $2,552+256.2% |
| Participant deferral / active EE | $5,440 | $4,220+28.9% | $5,076+7.2% | $4,126+31.8% |
| Admin fee / account holder | $10,899 | $9,168+18.9% | $11,957-8.8% | $7,339+48.5% |