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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 | $220,642 | $94,031+134.6% | $115,768+90.6% | $82,448+167.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 11.34% | 20.61%-9.3pp | 100.46%-89.1pp | 41.64%-30.3pp |
| Employer contribution / active EE | $5,465 | $2,323+135.2% | $2,940+85.9% | $2,551+114.2% |
| Participant deferral / active EE | $11,099 | $3,972+179.5% | $4,917+125.7% | $4,139+168.1% |
| Admin fee / account holder | $3,079 | $10,249-70.0% | $12,439-75.2% | $7,234-57.4% |