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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 | $141,756 | $95,453+48.5% | $112,040+26.5% | $82,448+71.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.42% | 23.92%-15.5pp | 24.52%-16.1pp | 41.64%-33.2pp |
| Employer contribution / active EE | $11,430 | $2,318+393.1% | $2,954+286.9% | $2,551+348.1% |
| Participant deferral / active EE | $0 | $4,224-100.0% | $5,098-100.0% | $4,139-100.0% |
| Admin fee / account holder | $9,978 | $9,013+10.7% | $12,098-17.5% | $7,234+37.9% |