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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 | $170,114 | $72,471+134.7% | $94,215+80.6% | $86,983+95.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 11.22% | 26.44%-15.2pp | 28.22%-17.0pp | 25.83%-14.6pp |
| Employer contribution / active EE | $6,832 | $1,936+252.9% | $2,675+155.4% | $2,584+164.3% |
| Participant deferral / active EE | $4,310 | $3,397+26.9% | $4,276+0.8% | $4,194+2.8% |
| Admin fee / account holder | $5,002 | $6,468-22.7% | $10,216-51.0% | $7,856-36.3% |