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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 | $219,791 | $87,834+150.2% | $133,975+64.1% | $62,881+249.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 5.32% | 12.05%-6.7pp | 29.29%-24.0pp | 20.14%-14.8pp |
| Employer contribution / active EE | $7,679 | $3,482+120.5% | $5,211+47.4% | $2,281+236.7% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $18,482 | $5,372+244.0% | $9,324+98.2% | $4,296+330.2% |