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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 | $207,076 | $81,476+154.2% | $102,383+102.3% | $80,925+155.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 5.06% | 25.59%-20.5pp | 24.94%-19.9pp | 35.65%-30.6pp |
| Employer contribution / active EE | $5,649 | $3,105+81.9% | $3,870+45.9% | $2,756+104.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $6,320 | $6,717-5.9% | $8,391-24.7% | $6,940-8.9% |