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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 | $191,008 | $123,478+54.7% | $216,567-11.8% | $94,015+103.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 8.37% | 23.61%-15.2pp | 12.94%-4.6pp | 17.84%-9.5pp |
| Employer contribution / active EE | $10,044 | $3,136+220.3% | $5,216+92.6% | $2,790+260.0% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $3,872 | $12,753-69.6% | $21,981-82.4% | $8,951-56.7% |