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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 | $234,685 | $77,472+202.9% | $100,392+133.8% | $80,935+190.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 11.81% | 37.26%-25.5pp | 49.45%-37.6pp | 35.66%-23.9pp |
| Employer contribution / active EE | $3,242 | $2,800+15.8% | $3,941-17.8% | $2,757+17.6% |
| Participant deferral / active EE | $0 | $6,818-100.0% | $8,090-100.0% | $4,299-100.0% |
| Admin fee / account holder | $17,389 | $5,885+195.5% | $7,904+120.0% | $6,924+151.1% |