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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 | $226,536 | $79,961+183.3% | $98,462+130.1% | $75,177+201.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 9.93% | 19.75%-9.8pp | 21.17%-11.2pp | 160.75%-150.8pp |
| Employer contribution / active EE | $9,211 | $2,264+306.8% | $3,049+202.1% | $2,671+244.8% |
| Participant deferral / active EE | $0 | $3,753-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,451 | $6,842-5.7% | $8,875-27.3% | $5,651+14.2% |