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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 | $215,416 | $75,963+183.6% | $97,995+119.8% | $70,126+207.2% |
| Participation rate | 100.0% | 77.0%+23.0pp | 82.4%+17.6pp | 69.5%+30.5pp |
| Annual return | 4.34% | 19.26%-14.9pp | 23.94%-19.6pp | 73.15%-68.8pp |
| Employer contribution / active EE | $8,511 | $3,278+159.6% | $4,158+104.7% | $2,343+263.3% |
| Participant deferral / active EE | $0 | $4,053-100.0% | $5,097-100.0% | $3,332-100.0% |
| Admin fee / account holder | $4,728 | $5,407-12.6% | $5,943-20.4% | $4,645+1.8% |