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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 | $236,547 | $101,798+132.4% | $165,071+43.3% | $80,935+192.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 6.63% | 16.73%-10.1pp | 70.17%-63.5pp | 35.66%-29.0pp |
| Employer contribution / active EE | $4,883 | $2,954+65.3% | $4,347+12.3% | $2,757+77.1% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,228 | $8,221+0.1% | $12,695-35.2% | $6,924+18.8% |