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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 | $75,720+155.1% | $90,312+113.9% | $86,983+122.1% |
| Participation rate | 100.0% | 66.3%+33.7pp | 72.9%+27.1pp | 69.5%+30.5pp |
| Annual return | 9.15% | 18.55%-9.4pp | 18.90%-9.7pp | 25.83%-16.7pp |
| Employer contribution / active EE | $10,811 | $1,945+455.8% | $2,243+382.1% | $2,584+318.3% |
| Participant deferral / active EE | $0 | $3,001-100.0% | $3,749-100.0% | $4,194-100.0% |
| Admin fee / account holder | $8,933 | $6,201+44.1% | $8,248+8.3% | $7,856+13.7% |