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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 | $193,354 | $69,590+177.8% | $136,867+41.3% | $94,015+105.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 9.33% | 19.62%-10.3pp | 42.97%-33.6pp | 17.84%-8.5pp |
| Employer contribution / active EE | $23,038 | $2,396+861.3% | $3,547+549.5% | $2,790+725.7% |
| Participant deferral / active EE | $0 | $3,437-100.0% | $4,924-100.0% | $4,249-100.0% |
| Admin fee / account holder | $10,139 | $8,912+13.8% | $10,340-2.0% | $8,951+13.3% |