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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 | $234,664 | $143,969+63.0% | $199,883+17.4% | $82,637+184.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 11.12% | 25.67%-14.6pp | 43.81%-32.7pp | 53.51%-42.4pp |
| Employer contribution / active EE | $8,633 | $4,632+86.4% | $6,261+37.9% | $2,552+238.3% |
| Participant deferral / active EE | $4,826 | $6,937-30.4% | $9,138-47.2% | $4,126+17.0% |
| Admin fee / account holder | $1,950 | $14,597-86.6% | $17,268-88.7% | $7,339-73.4% |