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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 | $235,511 | $84,236+179.6% | $170,435+38.2% | $70,126+235.8% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 12.02% | 23.06%-11.0pp | 205.94%-193.9pp | 73.15%-61.1pp |
| Employer contribution / active EE | $7,064 | $3,387+108.5% | $5,432+30.0% | $2,343+201.5% |
| Participant deferral / active EE | $3,766 | $3,086+22.1% | $4,939-23.7% | $3,332+13.0% |
| Admin fee / account holder | $3,655 | $5,698-35.9% | $13,881-73.7% | $4,645-21.3% |