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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 | $152,158 | $123,478+23.2% | $216,567-29.7% | $94,015+61.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 7.75% | 23.61%-15.9pp | 12.94%-5.2pp | 17.84%-10.1pp |
| Employer contribution / active EE | $14,551 | $3,136+364.1% | $5,216+179.0% | $2,790+421.5% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,448 | $12,753-49.4% | $21,981-70.7% | $8,951-28.0% |