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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 | $249,727 | $114,712+117.7% | $173,730+43.7% | $87,485+185.5% |
| Participation rate | 100.0% | 73.0%+27.0pp | 79.6%+20.4pp | 68.9%+31.1pp |
| Annual return | 10.54% | 20.18%-9.6pp | 19.96%-9.4pp | 26.06%-15.5pp |
| Employer contribution / active EE | $10,109 | $2,904+248.1% | $4,577+120.8% | $2,596+289.4% |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,326-100.0% | $4,274-100.0% |
| Admin fee / account holder | $3,126 | $10,210-69.4% | $17,523-82.2% | $7,775-59.8% |