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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 | $193,181 | $72,607+166.1% | $90,259+114.0% | $87,485+120.8% |
| Participation rate | 100.0% | 64.8%+35.2pp | 70.7%+29.3pp | 68.9%+31.1pp |
| Annual return | 9.15% | 18.59%-9.4pp | 18.88%-9.7pp | 26.06%-16.9pp |
| Employer contribution / active EE | $10,811 | $1,919+463.2% | $2,291+371.8% | $2,596+316.4% |
| Participant deferral / active EE | $0 | $3,055-100.0% | $3,827-100.0% | $4,274-100.0% |
| Admin fee / account holder | $8,933 | $5,947+50.2% | $7,267+22.9% | $7,775+14.9% |