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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 | $194,234 | $106,749+82.0% | $145,433+33.6% | $82,448+135.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.57% | 27.59%-14.0pp | 66.58%-53.0pp | 41.64%-28.1pp |
| Employer contribution / active EE | $5,367 | $3,444+55.8% | $4,554+17.8% | $2,551+110.4% |
| Participant deferral / active EE | $13,597 | $6,519+108.6% | $7,897+72.2% | $4,139+228.5% |
| Admin fee / account holder | $6,200 | $8,390-26.1% | $13,129-52.8% | $7,234-14.3% |