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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 | $203,672 | $86,938+134.3% | $102,423+98.9% | $80,925+151.7% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 7.17% | 18.89%-11.7pp | 29.42%-22.3pp | 35.65%-28.5pp |
| Employer contribution / active EE | $9,540 | $2,369+302.7% | $3,023+215.6% | $2,756+246.1% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $5,691 | $8,053-29.3% | $9,455-39.8% | $6,940-18.0% |