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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 | $235,819 | $86,938+171.3% | $102,423+130.2% | $80,925+191.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 0.68% | 18.89%-18.2pp | 29.42%-28.7pp | 35.65%-35.0pp |
| Employer contribution / active EE | $4,669 | $2,369+97.1% | $3,023+54.5% | $2,756+69.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $11,537 | $8,053+43.3% | $9,455+22.0% | $6,940+66.2% |