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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 | $146,081 | $110,137+32.6% | $161,149-9.4% | $82,637+76.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.54% | 20.69%-9.1pp | 21.16%-9.6pp | 53.51%-42.0pp |
| Employer contribution / active EE | $12,143 | $2,856+325.2% | $4,360+178.5% | $2,552+375.8% |
| Participant deferral / active EE | $0 | $4,575-100.0% | $6,153-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,723 | $9,467-7.9% | $15,194-42.6% | $7,339+18.9% |