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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 | $106,524+120.8% | $152,301+54.4% | $87,485+168.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 13.10% | 26.89%-13.8pp | 80.50%-67.4pp | 26.06%-13.0pp |
| Employer contribution / active EE | $7,319 | $3,371+117.1% | $4,624+58.3% | $2,596+181.9% |
| Participant deferral / active EE | $10,162 | $6,525+55.7% | $8,004+27.0% | $4,274+137.8% |
| Admin fee / account holder | $1,517 | $8,287-81.7% | $14,398-89.5% | $7,775-80.5% |