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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 | $140,595 | $70,475+99.5% | $100,525+39.9% | $79,860+76.1% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 11.95% | 21.90%-9.9pp | 30.89%-18.9pp | 31.72%-19.8pp |
| Employer contribution / active EE | $3,616 | $2,165+67.1% | $3,418+5.8% | $2,471+46.3% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $6,270-100.0% | $3,740-100.0% |
| Admin fee / account holder | $16,744 | $4,478+273.9% | $8,082+107.2% | $5,306+215.5% |