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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 | $205,001 | $106,864+91.8% | $147,318+39.2% | $82,637+148.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.33% | 27.49%-14.2pp | 70.43%-57.1pp | 53.51%-40.2pp |
| Employer contribution / active EE | $8,480 | $3,417+148.2% | $4,593+84.6% | $2,552+232.3% |
| Participant deferral / active EE | $3,478 | $6,496-46.5% | $7,906-56.0% | $4,126-15.7% |
| Admin fee / account holder | $5,044 | $8,415-40.1% | $13,708-63.2% | $7,339-31.3% |