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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 | $106,524+121.6% | $152,301+55.0% | $87,485+169.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 12.71% | 26.89%-14.2pp | 80.50%-67.8pp | 26.06%-13.4pp |
| Employer contribution / active EE | $13,172 | $3,371+290.7% | $4,624+184.8% | $2,596+407.3% |
| Participant deferral / active EE | $11,402 | $6,525+74.7% | $8,004+42.5% | $4,274+166.8% |
| Admin fee / account holder | $11,623 | $8,287+40.3% | $14,398-19.3% | $7,775+49.5% |