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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 | $175,632 | $75,541+132.5% | $152,093+15.5% | $82,637+112.5% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 11.05% | 32.56%-21.5pp | 66.36%-55.3pp | 53.51%-42.5pp |
| Employer contribution / active EE | $2,882 | $2,622+9.9% | $4,175-31.0% | $2,552+12.9% |
| Participant deferral / active EE | $7,480 | $3,206+133.3% | $5,451+37.2% | $4,126+81.3% |
| Admin fee / account holder | $96,137 | $6,405+1401.0% | $14,497+563.2% | $7,339+1210.0% |