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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 | $114,712+50.9% | $173,730-0.3% | $87,485+97.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 11.10% | 20.18%-9.1pp | 19.96%-8.9pp | 26.06%-15.0pp |
| Employer contribution / active EE | $11,263 | $2,904+287.8% | $4,577+146.0% | $2,596+333.8% |
| Participant deferral / active EE | $4,714 | $4,642+1.5% | $6,326-25.5% | $4,274+10.3% |
| Admin fee / account holder | $14,331 | $10,210+40.4% | $17,523-18.2% | $7,775+84.3% |