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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 | $226,894 | $100,194+126.5% | $122,979+84.5% | $86,983+160.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 7.85% | 16.47%-8.6pp | 20.12%-12.3pp | 25.83%-18.0pp |
| Employer contribution / active EE | $11,581 | $2,326+398.0% | $3,062+278.2% | $2,584+348.1% |
| Participant deferral / active EE | $0 | $4,133-100.0% | $5,003-100.0% | $4,194-100.0% |
| Admin fee / account holder | $45,633 | $10,148+349.7% | $12,864+254.7% | $7,856+480.9% |