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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 | $200,326 | $149,446+34.0% | $256,809-22.0% | $94,015+113.1% |
| Participation rate | 100.0% | 85.3%+14.7pp | 88.5%+11.5pp | 70.8%+29.2pp |
| Annual return | 11.07% | 17.55%-6.5pp | 32.73%-21.7pp | 17.84%-6.8pp |
| Employer contribution / active EE | $8,394 | $4,596+82.6% | $7,263+15.6% | $2,790+200.8% |
| Participant deferral / active EE | $0 | $6,491-100.0% | $9,520-100.0% | $4,249-100.0% |
| Admin fee / account holder | $15,797 | $24,035-34.3% | $25,146-37.2% | $8,951+76.5% |