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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 | $214,410 | $112,729+90.2% | $98,716+117.2% | $137,256+56.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 9.54% | 38.48%-28.9pp | 31.81%-22.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,333 | $2,725-51.1% | $2,279-41.5% | $4,156-67.9% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $5,538 | $10,129-45.3% | $8,703-36.4% | $12,270-54.9% |