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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 | $193,745 | $136,860+41.6% | $120,344+61.0% | $154,746+25.2% |
| Participation rate | 100.0% | 79.9%+20.1pp | 76.7%+23.3pp | 80.7%+19.3pp |
| Annual return | 7.66% | 21.38%-13.7pp | 20.30%-12.6pp | 172.34%-164.7pp |
| Employer contribution / active EE | $15,077 | $3,533+326.8% | $3,020+399.2% | $4,379+244.3% |
| Participant deferral / active EE | $0 | $5,793-100.0% | $5,135-100.0% | $6,730-100.0% |
| Admin fee / account holder | $1,376 | $15,393-91.1% | $12,742-89.2% | $14,365-90.4% |