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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 | $239,700 | $95,453+151.1% | $112,040+113.9% | $82,448+190.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 6.11% | 23.92%-17.8pp | 24.52%-18.4pp | 41.64%-35.5pp |
| Employer contribution / active EE | $13,776 | $2,318+494.3% | $2,954+366.3% | $2,551+440.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $20,272 | $9,013+124.9% | $12,098+67.6% | $7,234+180.2% |