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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 | $170,956 | $96,731+76.7% | $123,973+37.9% | $86,983+96.5% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 11.41% | 17.33%-5.9pp | 388.13%-376.7pp | 25.83%-14.4pp |
| Employer contribution / active EE | $8,724 | $3,297+164.6% | $4,126+111.5% | $2,584+237.6% |
| Participant deferral / active EE | $6,547 | $4,152+57.7% | $5,247+24.8% | $4,194+56.1% |
| Admin fee / account holder | $10,950 | $8,722+25.5% | $11,799-7.2% | $7,856+39.4% |