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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 | $242,281 | $86,949+178.6% | $102,460+136.5% | $80,959+199.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 9.50% | 18.89%-9.4pp | 29.47%-20.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,505 | $2,370+5.7% | $3,025-17.2% | $2,757-9.1% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,583 | $8,048-80.3% | $9,460-83.3% | $6,925-77.1% |