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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 | $217,121 | $87,180+149.0% | $173,703+25.0% | $94,015+130.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 75.9%+24.1pp | 70.8%+29.2pp |
| Annual return | 8.56% | 14.17%-5.6pp | 17.46%-8.9pp | 17.84%-9.3pp |
| Employer contribution / active EE | $11,824 | $2,494+374.1% | $4,288+175.8% | $2,790+323.8% |
| Participant deferral / active EE | $0 | $3,343-100.0% | $4,854-100.0% | $4,249-100.0% |
| Admin fee / account holder | $11,707 | $7,506+56.0% | $15,562-24.8% | $8,951+30.8% |