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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 | $170,662 | $80,985+110.7% | $96,576+76.7% | $75,181+127.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 7.19% | 27.05%-19.9pp | 25.87%-18.7pp | 160.69%-153.5pp |
| Employer contribution / active EE | $11,921 | $2,282+422.3% | $2,965+302.1% | $2,671+346.4% |
| Participant deferral / active EE | $0 | $3,929-100.0% | $4,851-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,384 | $6,719-34.7% | $8,253-46.9% | $5,650-22.4% |