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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 | $205,730 | $76,371+169.4% | $93,621+119.7% | $72,976+181.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 13.92% | 25.82%-11.9pp | 32.76%-18.8pp | 81.02%-67.1pp |
| Employer contribution / active EE | $15,625 | $2,276+586.6% | $2,719+474.7% | $2,440+540.4% |
| Participant deferral / active EE | $0 | $3,538-100.0% | $4,070-100.0% | $3,608-100.0% |
| Admin fee / account holder | $9,659 | $6,839+41.2% | $7,890+22.4% | $5,124+88.5% |