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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 | $202,653 | $106,864+89.6% | $147,318+37.6% | $82,637+145.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 5.21% | 27.49%-22.3pp | 70.43%-65.2pp | 53.51%-48.3pp |
| Employer contribution / active EE | $21,196 | $3,417+520.4% | $4,593+361.5% | $2,552+730.5% |
| Participant deferral / active EE | $0 | $6,496-100.0% | $7,906-100.0% | $4,126-100.0% |
| Admin fee / account holder | $11,722 | $8,415+39.3% | $13,708-14.5% | $7,339+59.7% |