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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 | $173,144 | $108,825+59.1% | $156,181+10.9% | $82,448+110.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.10% | 20.59%-9.5pp | 64.87%-53.8pp | 41.64%-30.5pp |
| Employer contribution / active EE | $11,263 | $2,870+292.5% | $4,294+162.3% | $2,551+341.5% |
| Participant deferral / active EE | $4,714 | $4,577+3.0% | $6,132-23.1% | $4,139+13.9% |
| Admin fee / account holder | $14,331 | $9,341+53.4% | $14,586-1.7% | $7,234+98.1% |