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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 | $81,403+166.7% | $147,027+47.7% | $87,485+148.2% |
| Participation rate | 100.0% | 63.4%+36.6pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 8.56% | 16.51%-8.0pp | 20.23%-11.7pp | 26.06%-17.5pp |
| Employer contribution / active EE | $11,824 | $2,205+436.2% | $3,626+226.1% | $2,596+355.4% |
| Participant deferral / active EE | $0 | $3,315-100.0% | $4,933-100.0% | $4,274-100.0% |
| Admin fee / account holder | $11,707 | $6,755+73.3% | $12,223-4.2% | $7,775+50.6% |