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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 | $176,008 | $67,602+160.4% | $82,312+113.8% | $70,126+151.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 8.87% | 21.57%-12.7pp | 25.88%-17.0pp | 73.15%-64.3pp |
| Employer contribution / active EE | $15,208 | $1,755+766.6% | $2,428+526.3% | $2,343+549.2% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $25,294 | $4,512+460.6% | $5,608+351.1% | $4,645+444.5% |