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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 | $227,087 | $106,749+112.7% | $145,433+56.1% | $82,448+175.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.16% | 27.59%-17.4pp | 66.58%-56.4pp | 41.64%-31.5pp |
| Employer contribution / active EE | $4,012 | $3,444+16.5% | $4,554-11.9% | $2,551+57.3% |
| Participant deferral / active EE | $14,005 | $6,519+114.9% | $7,897+77.3% | $4,139+238.4% |
| Admin fee / account holder | $21,428 | $8,390+155.4% | $13,129+63.2% | $7,234+196.2% |