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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 | $106,864+112.5% | $147,318+54.1% | $82,637+174.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 10.16% | 27.49%-17.3pp | 70.43%-60.3pp | 53.51%-43.3pp |
| Employer contribution / active EE | $4,012 | $3,417+17.4% | $4,593-12.7% | $2,552+57.2% |
| Participant deferral / active EE | $14,005 | $6,496+115.6% | $7,906+77.1% | $4,126+239.4% |
| Admin fee / account holder | $21,428 | $8,415+154.6% | $13,708+56.3% | $7,339+192.0% |