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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 | $236,083 | $106,749+121.2% | $145,433+62.3% | $82,448+186.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 12.71% | 27.59%-14.9pp | 66.58%-53.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $13,172 | $3,444+282.4% | $4,554+189.2% | $2,551+416.3% |
| Participant deferral / active EE | $11,402 | $6,519+74.9% | $7,897+44.4% | $4,139+175.4% |
| Admin fee / account holder | $11,623 | $8,390+38.5% | $13,129-11.5% | $7,234+60.7% |