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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 | $192,279 | $125,797+52.8% | $170,043+13.1% | $75,173+155.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 12.99% | 27.20%-14.2pp | 53.40%-40.4pp | 160.72%-147.7pp |
| Employer contribution / active EE | $7,143 | $4,616+54.7% | $6,790+5.2% | $2,671+167.4% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,345 | $8,177-10.2% | $12,824-42.7% | $5,651+30.0% |