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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 | $152,038 | $46,599+226.3% | $64,101+137.2% | $75,173+102.3% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 9.61% | 26.06%-16.4pp | 33.72%-24.1pp | 160.72%-151.1pp |
| Employer contribution / active EE | $7,345 | $1,975+271.8% | $2,749+167.2% | $2,671+175.0% |
| Participant deferral / active EE | $8,922 | $2,837+214.5% | $3,881+129.9% | $4,126+116.2% |
| Admin fee / account holder | $2,650 | $2,956-10.3% | $3,070-13.7% | $5,651-53.1% |