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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 | $195,378 | $123,793+57.8% | $177,848+9.9% | $79,856+144.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 6.31% | 22.82%-16.5pp | 48.33%-42.0pp | 31.71%-25.4pp |
| Employer contribution / active EE | $6,977 | $4,095+70.4% | $5,919+17.9% | $2,471+182.3% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,076 | $7,243-16.1% | $12,431-51.1% | $5,306+14.5% |