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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 | $216,724 | $97,550+122.2% | $120,344+80.1% | $87,485+147.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.7%+23.3pp | 68.9%+31.1pp |
| Annual return | 11.27% | 18.41%-7.1pp | 20.30%-9.0pp | 26.06%-14.8pp |
| Employer contribution / active EE | $13,522 | $2,291+490.3% | $3,020+347.7% | $2,596+420.8% |
| Participant deferral / active EE | $0 | $4,230-100.0% | $5,135-100.0% | $4,274-100.0% |
| Admin fee / account holder | $4,687 | $9,543-50.9% | $12,742-63.2% | $7,775-39.7% |