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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 | $70,486+99.5% | $100,535+39.8% | $79,856+76.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 11.95% | 21.90%-9.9pp | 30.90%-18.9pp | 31.71%-19.8pp |
| Employer contribution / active EE | $3,616 | $2,165+67.1% | $3,419+5.8% | $2,471+46.3% |
| Participant deferral / active EE | $0 | $5,182-100.0% | $6,271-100.0% | $3,741-100.0% |
| Admin fee / account holder | $16,744 | $4,480+273.8% | $8,085+107.1% | $5,306+215.5% |