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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 | $120,010 | $81,476+47.3% | $102,383+17.2% | $80,925+48.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 7.57% | 25.59%-18.0pp | 24.94%-17.4pp | 35.65%-28.1pp |
| Employer contribution / active EE | $16,211 | $3,105+422.2% | $3,870+318.9% | $2,756+488.2% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $10,670 | $6,717+58.8% | $8,391+27.2% | $6,940+53.7% |