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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 | $216,002 | $86,294+150.3% | $111,303+94.1% | $85,856+151.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 7.02% | 19.99%-13.0pp | 54.66%-47.6pp | 318.58%-311.6pp |
| Employer contribution / active EE | $8,798 | $2,043+330.5% | $2,731+222.1% | $2,565+243.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,263 | $8,189-84.6% | $7,966-84.2% | $6,261-79.8% |