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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 | $183,869 | $72,486+153.7% | $87,103+111.1% | $72,976+152.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.40% | 24.46%-9.1pp | 28.19%-12.8pp | 81.02%-65.6pp |
| Employer contribution / active EE | $8,770 | $1,894+363.1% | $2,521+247.8% | $2,440+259.4% |
| Participant deferral / active EE | $0 | $3,270-100.0% | $4,049-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,410 | $5,055-12.8% | $7,491-41.1% | $5,124-13.9% |