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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 | $172,396 | $81,358+111.9% | $155,556+10.8% | $80,959+112.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 9.11% | 33.39%-24.3pp | 64.84%-55.7pp | 35.67%-26.6pp |
| Employer contribution / active EE | $9,745 | $3,106+213.7% | $4,675+108.4% | $2,757+253.4% |
| Participant deferral / active EE | $0 | $3,455-100.0% | $5,631-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,790 | $7,994-77.6% | $15,885-88.7% | $6,925-74.2% |