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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 | $151,331 | $76,371+98.2% | $93,621+61.6% | $72,976+107.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 14.36% | 25.82%-11.5pp | 32.76%-18.4pp | 81.02%-66.7pp |
| Employer contribution / active EE | $6,504 | $2,276+185.8% | $2,719+139.2% | $2,440+166.6% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,150 | $6,839-53.9% | $7,890-60.1% | $5,124-38.5% |