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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 | $248,698 | $101,795+144.3% | $165,100+50.6% | $80,959+207.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 7.55% | 16.73%-9.2pp | 70.21%-62.7pp | 35.67%-28.1pp |
| Employer contribution / active EE | $9,848 | $2,954+233.4% | $4,348+126.5% | $2,757+257.2% |
| Participant deferral / active EE | $0 | $4,476-100.0% | $6,035-100.0% | $4,300-100.0% |
| Admin fee / account holder | $3,246 | $8,221-60.5% | $12,696-74.4% | $6,925-53.1% |