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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 | $172,003 | $81,947+109.9% | $105,387+63.2% | $72,976+135.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 14.12% | 42.90%-28.8pp | 26.82%-12.7pp | 81.02%-66.9pp |
| Employer contribution / active EE | $13,571 | $3,468+291.3% | $4,213+222.1% | $2,440+456.2% |
| Participant deferral / active EE | $0 | $4,494-100.0% | $5,502-100.0% | $3,608-100.0% |
| Admin fee / account holder | $16,184 | $6,258+158.6% | $6,559+146.8% | $5,124+215.8% |