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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 | $224,846 | $77,472+190.2% | $100,415+123.9% | $80,959+177.7% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 11.24% | 37.26%-26.0pp | 49.47%-38.2pp | 35.67%-24.4pp |
| Employer contribution / active EE | $4,014 | $2,800+43.4% | $3,943+1.8% | $2,757+45.6% |
| Participant deferral / active EE | $7,405 | $6,818+8.6% | $8,091-8.5% | $4,300+72.2% |
| Admin fee / account holder | $14,991 | $5,885+154.7% | $7,906+89.6% | $6,925+116.5% |