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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 | $237,428 | $100,970+135.1% | $96,576+145.8% | $137,256+73.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 11.62% | 38.16%-26.5pp | 38.47%-26.9pp | 220.34%-208.7pp |
| Employer contribution / active EE | $18,000 | $3,809+372.5% | $3,553+406.6% | $4,156+333.1% |
| Participant deferral / active EE | $0 | $8,286-100.0% | $7,956-100.0% | $6,407-100.0% |
| Admin fee / account holder | $1,775 | $11,312-84.3% | $11,381-84.4% | $12,270-85.5% |