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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 | $240,948 | $99,345+142.5% | $84,753+184.3% | $273,972-12.1% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 0.79% | 22.93%-22.1pp | 22.78%-22.0pp | 41.46%-40.7pp |
| Employer contribution / active EE | $7,859 | $4,214+86.5% | $3,574+119.9% | $4,869+61.4% |
| Participant deferral / active EE | $0 | $4,270-100.0% | $3,712-100.0% | $5,287-100.0% |
| Admin fee / account holder | $3,867 | $6,645-41.8% | $5,333-27.5% | $10,133-61.8% |