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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 | $168,401 | $123,478+36.4% | $216,567-22.2% | $94,015+79.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 81.6%+18.4pp | 70.8%+29.2pp |
| Annual return | 7.54% | 23.61%-16.1pp | 12.94%-5.4pp | 17.84%-10.3pp |
| Employer contribution / active EE | $19,481 | $3,136+521.3% | $5,216+273.5% | $2,790+598.2% |
| Participant deferral / active EE | $0 | $4,556-100.0% | $6,191-100.0% | $4,249-100.0% |
| Admin fee / account holder | $9,445 | $12,753-25.9% | $21,981-57.0% | $8,951+5.5% |