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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 | $162,024 | $72,272+124.2% | $101,264+60.0% | $79,858+102.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 9.59% | 22.30%-12.7pp | 46.48%-36.9pp | 31.72%-22.1pp |
| Employer contribution / active EE | $7,677 | $2,692+185.2% | $3,660+109.8% | $2,471+210.7% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $3,370 | $4,401-23.4% | $5,947-43.3% | $5,306-36.5% |