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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 | $237,830 | $95,453+149.2% | $112,040+112.3% | $82,448+188.5% |
| Participation rate | 81.1% | 72.8%+8.3pp | 76.5%+4.6pp | 68.1%+13.0pp |
| Annual return | 10.44% | 23.92%-13.5pp | 24.52%-14.1pp | 41.64%-31.2pp |
| Employer contribution / active EE | $10,918 | $2,318+371.0% | $2,954+269.6% | $2,551+328.0% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,969 | $9,013+21.7% | $12,098-9.3% | $7,234+51.6% |