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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 | $186,516 | $124,330+50.0% | $109,173+70.8% | $167,536+11.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 6.51% | 26.04%-19.5pp | 25.75%-19.2pp | 478.82%-472.3pp |
| Employer contribution / active EE | $12,803 | $4,209+204.2% | $3,723+243.9% | $4,839+164.6% |
| Participant deferral / active EE | $3,970 | $5,256-24.5% | $4,654-14.7% | $6,342-37.4% |
| Admin fee / account holder | $10,106 | $7,974+26.7% | $6,755+49.6% | $12,315-17.9% |