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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 | $106,749+120.3% | $145,433+61.7% | $82,448+185.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 13.10% | 27.59%-14.5pp | 66.58%-53.5pp | 41.64%-28.5pp |
| Employer contribution / active EE | $7,319 | $3,444+112.5% | $4,554+60.7% | $2,551+186.9% |
| Participant deferral / active EE | $10,162 | $6,519+55.9% | $7,897+28.7% | $4,139+145.5% |
| Admin fee / account holder | $1,517 | $8,390-81.9% | $13,129-88.4% | $7,234-79.0% |