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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 | $235,185 | $99,875+135.5% | $146,866+60.1% | $86,983+170.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 13.10% | 28.10%-15.0pp | 102.85%-89.8pp | 25.83%-12.7pp |
| Employer contribution / active EE | $7,319 | $3,224+127.0% | $4,425+65.4% | $2,584+183.2% |
| Participant deferral / active EE | $10,162 | $6,322+60.7% | $7,759+31.0% | $4,194+142.3% |
| Admin fee / account holder | $1,517 | $7,838-80.6% | $13,620-88.9% | $7,856-80.7% |